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Transamerica Intermediate Muni I TIMUX

Analyst rating as of
NAV / 1-Day Return
10.53  /  0.39 %
Total Assets
1.9 Bil
Adj. Expense Ratio
0.490%
Expense Ratio
0.490%
Fee Level
Average
Longest Manager Tenure
9.55 years
Category
Muni National Interm
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
1.86%
Effective Duration
5.87 years
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Morningstar’s Analysis

Will TIMUX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A lean team, managing an opportunistic strategy with strong inflows, keeps the concerns intact.

Summary

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Transamerica Intermediate Muni’s experienced team has successfully led its opportunistic approach, though it may lose that edge as the strategy grows in size. Further, a change in its thin roster coupled with some analyst turnover calls for caution. It earns a Morningstar Analyst Rating of Neutral for its cheapest share class and a Negative rating for its pricier shares.

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