Transamerica JPMorgan Asset Allocation - Moderate Growth VP

TRANSAMERICA SERIES TRUST

Actively managed U.S. equity fund
$3.10B NAV
45 positions · as of 2026-06-30 · filed 2026-08-26

Fund classification

Classified from what the fund holds · as of 2026 Q2

Transamerica JPMorgan Asset Allocation - Moderate Growth VP is an actively managed U.S. equity fund.

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Open-end fund
Features
Fund of funds

Fund profile

As filed in the prospectus · 2026 Q2

Seeks capital appreciation with current income as a secondary objective.

Strategy · summarised

The fund is a fund of funds that invests primarily in underlying Transamerica mutual funds and exchange-traded funds selected and managed by J.P. Morgan Investment Management Inc., the sub-adviser. The sub-adviser targets approximately 70% economic exposure to equities and 30% to fixed-income, adjusting allocations within a range of 35–95% equities based on a quantitative risk management framework that responds to momentum signals and volatility forecasts. The fund may use derivatives such as equity index and Treasury futures to manage exposure without purchasing or selling underlying portfolios, which can result in leverage and total exposure exceeding 100% of portfolio value. Because the fund's returns depend on the performance of underlying portfolios it selects, and the sub-adviser faces a conflict of interest when choosing portfolios it also sub-advises, performance will reflect both the sub-adviser's allocation decisions and the underlying portfolios' own security selection.

Expenses
0.77% 1.02%across 2 share classes
Share classExpense ratio
C0000215130.77%
C0000215141.02%

Portfolio turnover 23.00% · as of 2026 Q2

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

100.61%
of net assets
Stocks65.87%
Bonds21.06%
Securitized7.86%
Cash & short-term4.39%
2 smaller1.42%

Look-through blends 23 underlying funds; 0.001% of NAV was not looked through and stays direct-classified.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 21 new22 exited

Largest new: ASX Clear (Futures), Chicago Mercantile Exchange ×2, ICE Futures U.S., Inc., ICE Futures Europe - Financial Products Division, Eurex Deutschland ×2, Chicago Board of Trade

Largest exited: ICE Futures Europe - Financial Products Division, Fixed Income Clearing Corp., Eurex Deutschland ×3, Chicago Mercantile Exchange, ASX Clear (Futures), Osaka Exchange

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+22.48%
3-year
+40.99%
5-year
+28.59%
Volatility
10.96%
Worst 3-yr fall
-9.62%
Cumulative return· Jul 2023 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

This fund changed legal form during the period shown. The history above is continuous — it spans both eras, and the change is not a gap in reporting.

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-06-30

Avg coupon
4.13%
Avg maturity
0.59 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

0%
floating
Fixed rate100.0%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

<1y
<1y100.0%
Flagged holdings
Defaulted: none reported
In arrears: none reported
Paid in kind: none reported

Based on what filers reported; a filer that never reported a flag also reads as none.

Risk profile

Interest-rate and credit-spread sensitivity, both in years · as of 2026Q2

This fund filed the credit-spread disclosure and reported no sensitivity — measured, and the answer is none.

Interest-rate duration
-0.39 yr
gains value when rates rise
Credit-spread duration
0.00 yr
approx. move per 100bp
Investment grade: +0.00 yrHigh yield: +0.00 yr
Where the risk sits on the curve

Share of duration at each point, shortest first. A positive figure loses value when spreads widen; a negative one offsets — a credit hedge.

Interest rate-0.39 yr total
3 mo5 yr
3 mo0.02 yr90%
5 yr0.00 yr10%

1 yr and 10 yr and 30 yr are NEGATIVE (-0.02 yr, -0.25 yr, -0.14 yr) — a deliberate hedge at that point on the curve, so they are not part of the band above.

Show the numbers
TenorRate yrsIG yrsHY yrsIG $/bpHY $/bp
3 mo+0.02+0.00+0.00$0$0
1 yr-0.02+0.00+0.00$0$0
5 yr+0.00+0.00+0.00$0$0
10 yr-0.25+0.00+0.00$0$0
30 yr-0.14+0.00+0.00$0$0

Dollar change per 1bp of spread movement, as filed and sign-anchored. A blank cell was not filed; a zero was.

Rate exposure by currency

Duration contribution in years, summing to the fund's -0.39 yr.

AUD-0.65 yr
JPY+0.44 yr
EUR-0.43 yr
GBP+0.37 yr
USD-0.28 yr
CAD+0.17 yr

This is where the fund's rate exposure sits, not its currency risk — most international bond funds hedge the currency back to dollars, and the size of those hedges is not in the filing. Tenors are also summed across curves, so a 5-year JPY point and a 5-year USD point are added together.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
Transamerica JPMorgan Enhanced Index VP23.34%$724.29M
Transamerica WMC US Growth VP13.80%$428.31M
Transamerica Aegon Bond VP9.72%$301.54M
Transamerica JPMorgan Core Bond VP9.19%$285.13M
Transamerica Large Cap ValueTWQZX8.22%$255.07M
Transamerica High Yield BondTRHYBI25.40%$167.59M
Transamerica International EquityTRWIX4.22%$131.01M
Transamerica International FocusTRIOEI23.46%$107.44M
Transamerica International StockTIHIX3.42%$106.04M
Transamerica Emerging Markets EquityTEOJX3.29%$102.10M
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Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.

Top 10 positions are 84.05% of net assets, top 25 97.87%, across 34 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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