IMOLX

About IMOLX

Transamerica Asset Allocation Moderate Portfolio Class C is a mutual fund designed to provide a balanced investment approach, aiming for both capital appreciation and current income. The fund achieves its objectives by allocating assets across a diversified mix of underlying Transamerica funds, typically maintaining an approximate allocation of 50% to equities, 35% to bonds, and 15% to money market instruments. This diversified strategy positions the fund within the moderate allocation category, balancing the pursuit of growth with preservation of capital—suitable for investors seeking moderate risk exposure. With a portfolio currently overweight in technology and communication services compared to peers, the fund reflects an active approach within its asset mix. It primarily invests in U.S. assets but also includes exposure to international markets such as Europe and Japan. Notable features include an annual dividend distribution, a relatively broad range of underlying securities, and an emphasis on diversification to manage volatility. Since its inception in 2002, the fund has played a significant role for moderate investors aiming to combine income generation and long-term growth within a professionally managed, multi-asset platform.