Investment Choices: Performance Overview and Summaries Buchanan Hauling 401(k) Plan
The performance data quoted represents past performance and does not guarantee future results. An investment in these funds, other than the Transamerica Stable Value investment choice(s), is subject to market risk. The investment return and principal value of an investment will fluctuate; thus an investor’s shares/units, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than return data quoted herein. For more current information, including month-end performance, please visit TA-Retirement.com. Funds, other than the Stable Value investment choice(s), are distributed by Transamerica Investors Securities Corporation. Investors should consider the investment objectives, risks, and charges and expenses of the fund carefully before investing. The prospectus for each fund contains this and other information about that fund. For copies of any prospectuses or summary prospectuses, if applicable, please call 866-498-4557. Read each prospectus carefully before investing. Securities are distributed by Transamerica Investors Securities Corporation, a registered broker-dealer, 440 Mamaroneck Avenue, Harrison, New York 10528. Transamerica Financial Life Insurance Company and Transamerica Life Insurance Company are affiliates of Transamerica Investors Securities Corporation.
Average Annual Total or Since Inception Performance
Expense Ratio †† (% of fund assets)
Performance shown in percentages as of 07/31/2017
Year to Date
Last Quarter 1 Year 3 Years 5 Years 10 Years Gross Net
Short Bonds/Stable/MMkt † Cash Equivalent/Money Market BlackRock Retirement Reserves Money of Retirement Series Trust (Class: Other)
0.07 0.05 0.07 0.02 0.02 0.52 0.74 0.74
Interm./Long-Term Bond Intermediate-Term Bonds AB High Income R (Class: R)
6.39 1.57 10.22 4.62 6.51 8.40 1.22 1.22
PIMCO Income R (Class: R)
5.47 2.02 8.36 5.20 7.14 8.87 1.10 1.10
Voya Intermediate Bond R (Class: R)
3.49 1.35 0.96 2.97 2.92 4.15 0.91 0.91
Government Bonds BlackRock US Government Bond R (Class: R)
1.52 0.52 -1.57 1.42 0.85 3.15 1.38 0.95
Large-Cap Stocks Large-Cap Value Stocks MFS Value R2 (Class: R-2)
9.42 4.22 13.34 9.67 14.04 6.90 1.11 1.11
Large-Cap Blend Stocks iShares S&P 500 Index A (Class: A) Large-Cap Growth Stocks Janus Henderson Forty R (Class: R)
11.34 4.04 15.62 10.47 14.34 7.35 0.36 0.36
20.29 5.24 18.08 14.51 15.57 8.44 1.47 1.47
Small/Mid-Cap Stocks
Mid-Cap Value Stocks Victory Sycamore Established Value R (Class: R) Mid-Cap Blend Stocks Nationwide Mid Cap Market Index R (Class: R) Mid-Cap Growth Stocks Eaton Vance Atlanta Capital SMID-Cap R (Class: R)
7.12 2.39 14.57 11.76 15.71 9.72 1.13 1.13
6.33 1.78 13.59 9.41 14.14 8.22 0.98 0.97
12.12 5.56 14.72 13.39 15.66 11.74 1.46 1.46
† See description of this asset class in the investment choices summary section.
Not FDIC Insured
May Lose Value
No Bank Guarantee
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