Core Insights - Transamerica is expanding its ETF lineup with the launch of two actively managed funds: the Transamerica Large Value Active ETF (TALV) and the Transamerica Bond Active ETF (TABD) to enhance accessibility of its long-standing strategies for modern investors [1] Group 1: Transamerica Large Value Active ETF (TALV) - TALV aims for long-term capital appreciation by investing in a diversified portfolio of large-cap companies that are considered undervalued and positioned for potential price appreciation [2] - The strategy focuses on established firms with solid fundamentals that may be trading below their intrinsic value, featuring a capped net expense ratio of 0.49% compared to a gross expense ratio of 0.76% [3] Group 2: Transamerica Bond Active ETF (TABD) - TABD is designed to deliver total return through a combination of current income and capital appreciation, investing at least 80% of its net assets in fixed income securities across multiple sectors under normal market conditions [4] - The ETF has a capped expense ratio of 0.39% with a gross expense ratio of 0.57%, aiming to provide diversified bond exposure while keeping costs low [4] Group 3: Management and Strategy - Both ETFs leverage established subadvisory relationships, with TALV being sub-advised by Great Lakes Advisors' large value team and TABD overseen by Aegon Asset Management's multisector fixed income team, ensuring access to experienced managers and disciplined investment processes [5]
Transamerica Bets On Active ETFs With Low Fees: Here's What TALV, TABD Offer
Benzinga·2025-12-22 19:03