TABD – Transamerica Bond Active ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to provide total return through a combination of current income and capital appreciation. The fund is an actively-managed exchange-traded fund (ETF”) that seeks total return consisting of current income and capital appreciation. Aegon USA Investment Management, LLC (“Aegon”), an investment sub-adviser to the fund, invests, under normal circumstances, at least 80% of the fund’s net assets (plus the amount of borrowings, if any, for investment purposes) in a portfolio of bonds and/or derivative instruments having economic characteristics similar to bonds.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
TABD	Transamerica Bond Active ETF	ETF	Open	—	—	Dec 15, 2025	$150.02M	0.390%	—	—	—

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