Find A Portfolio/Ticker
Comparison Box
DILSX: TRANSAMERICA INSTITUTIONAL ASSET ALLOCATION-LONG HORIZON TRANSAMERICA INSTITUTIONAL ASSET ALLOCATION-LONG HORIZON (MUTUAL FUND)
Basic Info
See more info about DILSXAsset Class: | Aggressive Allocation |
MyPlanIQ Rating: |
Not Rated
![]() |
Start Date: | 03/27/2001 |
Last Dividend Date: | 06/29/2017 |
12-Mo. Yield | 0.94% |
Expenses | 1.05% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 10/31/2017)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 03/27/2001 | 2017 | 2016 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) ? | 0.0 | 12.1 | 5.2 | 9.5 | 3.7 | 6.8 | 4.7 | 7.2 | 7.4 |
Sharpe Ratio ? | NA | 2.04 | 0.44 | 0.84 | 0.18 | NA | 0.22 | 1.62 | 0.54 |
Draw Down(%) ? | NA | 1.9 | 18.9 | 18.9 | 54.6 | NA | 54.6 | 1.8 | 13.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/27/2001
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Aggressive Allocation Asset Class Trend Rankings |
Top Rated Funds in Aggressive Allocation
Best Mutual Funds
- RPFCX (DAVIS APPRECIATION & INCOME FUND CLASS A) (97%)
- NOIEX (NORTHERN INCOME EQUITY FUND NORTHERN INCOME EQUITY FUND) (96%)
- AAAIX (STRATEGIC ALLOCATION: AGGRESSIVE FUND I CLASS) (95%)
- TWSAX (STRATEGIC ALLOCATION: AGGRESSIVE FUND INVESTOR CLASS) (94%)
- AOGIX (ONE CHOICE PORTFOLIO: AGGRESSIVE INVESTOR CLASS) (94%)
- ICSIX (DYNAMIC U.S. OPPORTUNITY FUND DYNAMIC U.S. OPPORTUNITY FUND CLASS I) (93%)
- EXHAX (PRO-BLEND(R) MAXIMUM TERM SERIES PRO-BLEND(R) MAXIMUM TERM SERIES CLASS S) (93%)
- EKBYX (WELLS FARGO DIVERSIFIED CAPITAL BUILDER FUND INSTITUTIONAL CLASS) (92%)
- MGDIX (MAINSTAY MODERATE GROWTH ALLOCATION FUND CLASS I) (92%)
- GMIAX (NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS R6) (91%)
Best ETFs
* Day change on 10/31/2017.Best Closed End Funds
- GLV (Clough Global Allocation Fund) (100%)
- GLO (Clough Global Opportunities Fund) (99%)
- GCV (Gabelli Convertible and Income Securities Mutual Fund) (99%)
- SCD (LMP Capital And Income Closed Fund) (98%)
- NIE (AllianzGI Equity & Convertible Income Closed Fund) (98%)