Morningstar

Transamerica Intermediate Muni I TIMUX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Transamerica Investment Hub

Morningstar’s Analysis TIMUX

Will TIMUX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TIMUX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TIMUX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TIMUX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Improving, but concerns linger.

Analyst Max Curtin

Max Curtin

Analyst

Summary

Concerns still surround Transamerica Intermediate Muni’s approach to trade execution and interest-rate management, but enhanced risk controls are a step in the right direction; this was enough to earn a Process upgrade to Below Average from Low.

by Max Curtin
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