Your funds, side by side
The lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- Universal Via Asset Allocation - Moderate Portfolio Fortune V Separate Account · 19 lines · as of Mar 31, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | Universal Via Asset Allocation - Moderate Portfolio |
|---|---|
| Transamerica Intermediate Bond | 23.88 % |
| Transamerica Bond | 23.06 % |
| Transamerica Large Cap Value | 8.63 % |
| Transamerica US Growth | 8.32 % |
| Transamerica Sustainable Equity Income | 5.45 % |
| Transamerica Capital Growth | 5.07 % |
| Transamerica Emerging Markets Equity | 4.06 % |
| Transamerica International Focus | 3.66 % |
| Transamerica Short-Term Bond | 3.60 % |
| Transamerica Emerging Markets Debt | 2.95 % |
| Transamerica Inflation Opportunities | 2.51 % |
| Transamerica International Stock | 2.23 % |
| Transamerica International Equity | 2.07 % |
| Transamerica Small Cap Value | 1.19 % |
| Transamerica International Small Cap Value | 1.03 % |
| Transamerica Small Cap Growth | 0.79 % |
| Transamerica Energy Infrastructure | 0.75 % |
| Transamerica Mid Cap Growth | 0.44 % |
| Transamerica Mid Cap Value Opportunities | 0.34 % |
1 funds, 19 lines read.