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Transamerica Rolls Out Two Active ETFs With a Focus on Value and Bonds

MarketDash Editorial Team
23 hours ago
Transamerica is bringing its mutual fund strategies into the ETF world with two actively managed funds targeting large-cap value stocks and bonds, both with competitive fees and experienced management teams.

Transamerica is wading deeper into the ETF market with two new actively managed funds that bring its long-standing investment strategies to a format that modern investors actually want to use. The firm is launching the Transamerica Large Value Active ETF (TALV) and the Transamerica Bond Active ETF (TABD), making its mutual fund expertise available in a wrapper that trades like a stock.

According to Marijn Smit, president and CEO of Transamerica Asset Management, the launches reflect the firm's commitment to practical, long-term portfolio construction. Translation: they're giving investors more ways to chase their financial goals without getting fancy about it.

What You're Getting With TALV

TALV goes hunting for large-cap companies that look cheap relative to what they're actually worth. The fund invests in established firms with solid fundamentals that may be trading below their intrinsic value, betting that the market will eventually wake up and recognize what it's missing. The goal is straightforward: long-term capital appreciation through a diversified portfolio of undervalued companies positioned for potential price gains.

The ETF carries a capped net expense ratio of 0.49%, compared with a gross expense ratio of 0.76%. That pricing puts it in the competitive range for active large-cap value funds, which matters when fees compound over time.

TABD Takes the Bond Route

Meanwhile, TABD is designed for investors who want total return through a combination of current income and capital appreciation. The fund invests at least 80% of its assets in fixed income securities across multiple sectors under normal market conditions, offering diversified bond exposure without putting all your eggs in one duration or credit quality basket.

With a capped expense ratio of 0.39% (gross expense ratio of 0.57%), TABD keeps costs relatively low while delivering the kind of diversified bond exposure that income-focused investors appreciate, especially when market volatility makes equities feel like a rollercoaster.

Experienced Managers Behind the Curtain

Both ETFs lean on established subadvisory relationships that mirror strategies already used in existing mutual funds. TALV is sub-advised by Great Lakes Advisors' large value team, while TABD is overseen by Aegon Asset Management's multisector fixed income team. For investors, this continuity means you're getting access to experienced managers running disciplined investment processes, not some untested experiment cooked up for the ETF launch.

Back to Stock Market News

Transamerica Rolls Out Two Active ETFs With a Focus on Value and Bonds

MarketDash Editorial Team
23 hours ago
Transamerica is bringing its mutual fund strategies into the ETF world with two actively managed funds targeting large-cap value stocks and bonds, both with competitive fees and experienced management teams.

Transamerica is wading deeper into the ETF market with two new actively managed funds that bring its long-standing investment strategies to a format that modern investors actually want to use. The firm is launching the Transamerica Large Value Active ETF (TALV) and the Transamerica Bond Active ETF (TABD), making its mutual fund expertise available in a wrapper that trades like a stock.

According to Marijn Smit, president and CEO of Transamerica Asset Management, the launches reflect the firm's commitment to practical, long-term portfolio construction. Translation: they're giving investors more ways to chase their financial goals without getting fancy about it.

What You're Getting With TALV

TALV goes hunting for large-cap companies that look cheap relative to what they're actually worth. The fund invests in established firms with solid fundamentals that may be trading below their intrinsic value, betting that the market will eventually wake up and recognize what it's missing. The goal is straightforward: long-term capital appreciation through a diversified portfolio of undervalued companies positioned for potential price gains.

The ETF carries a capped net expense ratio of 0.49%, compared with a gross expense ratio of 0.76%. That pricing puts it in the competitive range for active large-cap value funds, which matters when fees compound over time.

TABD Takes the Bond Route

Meanwhile, TABD is designed for investors who want total return through a combination of current income and capital appreciation. The fund invests at least 80% of its assets in fixed income securities across multiple sectors under normal market conditions, offering diversified bond exposure without putting all your eggs in one duration or credit quality basket.

With a capped expense ratio of 0.39% (gross expense ratio of 0.57%), TABD keeps costs relatively low while delivering the kind of diversified bond exposure that income-focused investors appreciate, especially when market volatility makes equities feel like a rollercoaster.

Experienced Managers Behind the Curtain

Both ETFs lean on established subadvisory relationships that mirror strategies already used in existing mutual funds. TALV is sub-advised by Great Lakes Advisors' large value team, while TABD is overseen by Aegon Asset Management's multisector fixed income team. For investors, this continuity means you're getting access to experienced managers running disciplined investment processes, not some untested experiment cooked up for the ETF launch.