Transamerica Funds Files DEF 14C for Series Updates; No Shareholder Vote

TL;DR

**Transamerica Funds is making changes to several of its funds, but shareholders don't get a say.**

AI Summary

Transamerica Funds filed a DEF 14C on March 24, 2026, to inform shareholders about changes to several of its fund series, including Transamerica Inflation Opportunities, Transamerica Strategic Income, Transamerica Large Core ESG, and Transamerica Large Value Opportunities. This filing is purely informational, indicating that no shareholder vote is required for these changes. For investors, this means staying informed about the specific adjustments within these funds, as they could impact the fund's investment strategy, risk profile, or fee structure, potentially affecting the long-term performance of their holdings.

Why It Matters

This filing informs investors about upcoming changes to several Transamerica funds without requiring a vote, meaning these adjustments will proceed as planned and could affect fund performance and strategy.

Risk Assessment

Risk Level: low — The filing is informational and does not indicate an immediate, direct financial risk, but rather a procedural update.

Analyst Insight

Investors holding shares in the mentioned Transamerica Funds should review the full DEF 14C document (d256026ddef14c.htm) to understand the specific changes being implemented and assess their potential impact on their investment strategy.

Key Players & Entities

• TRANSAMERICA FUNDS (company) — the filer of the DEF 14C
• 0000787623 (company) — CIK of Transamerica Funds
• 2026-03-24 (date) — the filing date of the DEF 14C
• Transamerica Inflation Opportunities (company) — a series of Transamerica Funds
• Transamerica Strategic Income (company) — a series of Transamerica Funds
• Transamerica Large Core ESG (company) — a series of Transamerica Funds
• Transamerica Large Value Opportunities (company) — a series of Transamerica Funds

FAQ

Key Financial Figures

• $125 — he appropriate box): No fee required $125 per Exchange Act Rules 0-11(c) (1) (ii)

Filing Documents

• d256026ddef14c.htm (DEF 14C) — 366KB
• 0001193125-26-121365.txt ( ) — 371KB
• S000044274
• C000137927 (TIOCX)
• C000137928 (ITIOX)
• C000137929
• C000137930 (TIOAX)
• C000172159 (RTIOX)
• C000244909 (TIOEX)
• C000244910 (TIODX)
• C000244911 (TIOBX)
• S000047479
• C000149082 (TUNAX)
• C000149084 (TUNIX)
• C000149085
• C000263010 (TUNRX)
• S000054681
• C000171799 (TLARX)
• C000171800 (TLAFX)
• C000171801 (TLATX)
• C000241382 (TLACX)
• C000241383 (TLASX)
• S000054683
• C000171805 (TLORX)
• C000171806 (TLOFX)
• C000171807 (TLOTX)

From the Filing

DEF 14C 1 d256026ddef14c.htm DEF 14C DEF 14C SCHEDULE 14C INFORMATION Information Statement Pursuant to Section 14 (c) of the Securities Exchange Act of 1934 Filed by the Registrant Filed by a Party other than the Registrant Check the appropriate box: Preliminary Information Statement Confidential, for Use of Commission Only [as permitted by Rule 14a-6(e) (2)] Definitive Information TRANSAMERICA FUNDS (Name of Registrant as Specified in Its Charter) Payment of Filing Fee (Check the appropriate box): No fee required $125 per Exchange Act Rules 0-11(c) (1) (ii), 14 c-(1) (ii), 14c-5(g). Fee computed on table below per Exchange Act Rules 14c-5(g) and 0-11. 1) Title of each class of securities to which transaction applies: 2) Aggregate number of securities to which transaction applies: 3) Per unit price or other underlying value of transaction computed pursuant to Exchange Act Rule 0-11 (Set forth the amount on which the filing fee is calculated and state how it was determined): 4) Proposed maximum aggregate value of transaction: 5) Total fee paid: Fee paid previously with preliminary materials. Check box if any part of the fee is offset as provided by Exchange Act Rule 0-11(a) (2) and identify the filing for which the offsetting fee was paid previously. Identify the previous filing by registration statement number, or the Form or Schedule and the date of its filing. 1) Amount Previously Paid: 2) Form, Schedule or Registration Statement No.: 3) Filing Party: Date Filed: TRANSAMERICA FUNDS Transamerica Inflation Opportunities Transamerica Large Core ESG Transamerica Large Value Opportunities Transamerica Strategic Income TRANSAMERICA SERIES TRUST Transamerica PineBridge Inflation Opportunities VP 1801 California Street, Suite 5200 Denver, CO 80202 IMPORTANT NOTICE OF INTERNET AVAILABILITY OF JOINT INFORMATION STATEMENT This communication presents only an overview of the more complete Joint Information Statement that is available to you on the internet relating to the funds listed above (each, a "Fund" and together, the "Funds"). Transamerica Inflation Opportunities, Transamerica Large Core ESG, Transamerica Large Value Opportunities and Transamerica Strategic Income are each a series of Transamerica Funds, and Transamerica PineBridge Inflation Opportunities VP is a series of Transamerica Series Trust (Transamerica Funds and Transamerica Series Trust, each, a "Trust" and together, the "Trusts"). We encourage you to access and review all of the important information contained in the Joint Information Statement. The following material is available for review: Joint Information Statement The Joint Information Statement is to inform investors that on December 30, 2025, the Funds' sub-adviser, PineBridge Investments LLC, completed a transaction involving an internal reorganization and acquisition by MetLife Investment Management, Inc. ("MIM") (the "Transaction"). As part of the Transaction, PineBridge Investments LLC, which was an indirect subsidiary wholly owned by PineBridge Investments, L.P., was merged into PineBridge Galaxy LLC, also an indirect wholly owned subsidiary of PineBridge Investments, L.P. and a separately registered investment adviser. Immediately thereafter, the resulting entity was renamed PineBridge Investments LLC (hereinafter "PineBridge") and MIM acquired PineBridge Investments, L.P.'s investment management business, including PineBridge. The Transaction constituted an "assignment," as that term is defined in the Investment Company Act of 1940, as amended (the "1940 Act"), of the prior investment sub-advisory agreements between Transamerica Asset Management, Inc. ("TAM") and PineBridge Investments LLC (the "Prior Sub-Advisory Agreements"), and resulted in the automatic termination of the Prior Sub-Advisory Agreements. In anticipation of the Transaction, on August 6-7, 2025 the Boards of Trustees of the Trusts (each, a "Board" and the members thereof, the "Board Members") considered and unanimously approved the retention of PineBridge as the Funds' sub-adviser and approved new sub-advisory agreements between TAM and PineBridge with respect to the applicable Funds, to take effect upon the closing of the Transaction (each, a "Sub-Advisory Agreement"). Each Sub-Advisory Agreement has an initial term of one year from its effective date, unless terminated earlier in accordance with its terms. Thereafter, continuance of each Sub-Advisory Agreement is subject to the specific approval, at least annually, by vote of a majority of the Independent Board Members at a meeting called for the purpose of voting on such approval, and by either the applicable Board or an affirmative vote of the majority of outstanding voting securities (as that term is defined in the 1940 Act) of the applicable Fund. In connection with the Transaction, each Fund's principal investment strategies, principal risks, management fee schedules and sub-advis

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