Atlantic Financial Inc. Wealth Management and investing Home Page About Atlantic Financial, company information and history Contact Atlantic Financial Global Investing, the changing global economy Investment and Financial Services
Atlantic Financial Global economy
atlantic financial wealth management services
image
image


IDEX Funds

Fund Family Name Fund Name CUSIP Symbol   Morningstar Prospectus Objective  Min Initial Purchase  Min Subsequent Purchase  Min IRA Purchase Expense Ratio 12b-1 Sales Charge Available to New Shareholders Available to Existing Shareholders Exchange In Eligible Foreign Purchase Eligible
IDEX Funds TA ASSET ALLOC CONC PORT CL C 893957779 ICLLX Mutual Fund   Asset Allocation  $           1000  $             50  $           1000 1.22 1 1.00 No Yes 0 Y
IDEX Funds TA ASSET ALLOC MOD GRWTH PORT A 893957696 IMLAX Mutual Fund   Asset Allocation  $           1000  $             50  $           1000 0.6 0.35 5.50 Yes Yes 0 Y
IDEX Funds TA ASSET ALLOC MOD GRWTH PORT CL R 893962761 IMGRX Mutual Fund   Asset Allocation  $           -  $             -  $           - 0.76 0.5 None No Yes 0 Y
IDEX Funds TA ASSET ALLOC MODERATE PORT C 893957613 IMOLX Mutual Fund   Asset Allocation  $           1000  $             50  $           1000 1.21 1 1.00 No Yes 0 Y
IDEX Funds TA ASSET ALLOC MODERATE PORT CL A 893957647 IMOAX Mutual Fund   Asset Allocation  $           1000  $             50  $           1000 0.59 0.35 5.50 Yes Yes 0 Y
IDEX Funds TA ASSET ALLOC MODERATE PORT CL B 893957639 IMOBX Mutual Fund   Asset Allocation  $           1000  $             50  $           1000 1.25 1 5.00 No Yes 0 Y
IDEX Funds TA ASSET ALLOCT MOD GROWTH PORT C 893957662 IMLLX Mutual Fund   Asset Allocation  $           1000  $             50  $           1000 1.23 1 1.00 No Yes 0 Y
IDEX Funds TA ASSET ALLOCT MOD GRWTH PORT B 893957688 IMLBX Mutual Fund   Asset Allocation  $           1000  $             50  $           1000 1.27 1 5.00 No Yes 0 Y
IDEX Funds TA IDEX ASSET ALLOC- MOERATE PORT CL R 893962779 IMDRX Mutual Fund   Asset Allocation  $           -  $             -  $           - 0.87 0.5 None No Yes 0 Y
IDEX Funds TA MULT MAN ALT STRAT PORT A 893962654 IMUAX Mutual Fund   Growth  $           1000  $             50  $           1000 0.84 0.35 5.50 Yes Yes 0 Y
IDEX Funds TA MULT MAN ALT STRAT PORT C 893962647 IMUCX Mutual Fund   Growth  $           1000  $             50  $           1000 1.52 1 1.00 No Yes 0 Y
IDEX Funds TA MULTI MAN INTL PORT A 893962837 IMNAX Mutual Fund   Growth  $           1000  $             50  $           1000 0.65 0.35 5.50 Yes Yes 0 Y
IDEX Funds TA MULTI MANAGE INTL PORT B 893962829 IMNBX Mutual Fund   Growth  $           1000  $             50  $           1000 1.42 1 5.00 No Yes 0 Y
IDEX Funds TA MULTI MANAGER INTL PORT C 893962811 IMNCX Mutual Fund   Growth  $           1000  $             50  $           1000 1.31 1 1.00 No Yes 0 Y
IDEX Funds TRANSAMERICA AEGON HIGH YIELD BOND CL A 893961102 IHIYX Mutual Fund   Corporate Bond - High Yield  $           1000  $             50  $           1000 1.16 0.35 4.75 Yes Yes 0 Y
IDEX Funds TRANSAMERICA AEGON HIGH YIELD BOND CL B 893961201 INCBX Mutual Fund   Corporate Bond - High Yield  $           1000  $             50  $           1000 1.85 1 5.00 No Yes 0 Y
IDEX Funds TRANSAMERICA AEGON HUGH YIELD BOND CL C 893961409 INCLX Mutual Fund   Corporate Bond - High Yield  $           1000  $             50  $           1000 1.8 1 1.00 No Yes 0 Y
IDEX Funds TRANSAMERICA ASSET ALL CONV PORT CL A 893957811 ICLAX Mutual Fund   Asset Allocation  $           1000  $             50  $           1000 0.62 0.35 5.50 Yes Yes 0 Y
IDEX Funds TRANSAMERICA ASSET ALL CONV PORT R 893962787 ICVRX Mutual Fund   Asset Allocation  $           -  $             -  $           - 0.82 0.5 None No Yes 0 Y
IDEX Funds TRANSAMERICA ASSET ALLOC CONV PORT B 893957795 ICLBX Mutual Fund   Asset Allocation  $           1000  $             50  $           1000 1.24 1 5.00 No Yes 0 Y
IDEX Funds TRANSAMERICA ASSET ALLOC GROWTH PORT R 893962753 IGWRX Mutual Fund   Asset Allocation  $           -  $             -  $           - 0.83 0.5 None No Yes 0 Y
IDEX Funds TRANSAMERICA ASSET ALLOC GRWTH PORT A 893957753 IAAAX Mutual Fund   Asset Allocation  $           1000  $             50  $           1000 0.65 0.35 5.50 Yes Yes 0 Y
IDEX Funds TRANSAMERICA ASSET ALLOC GRWTH PORT B 893957746 IAABX Mutual Fund   Asset Allocation  $           1000  $             50  $           1000 1.3 1 5.00 No Yes 0 Y
IDEX Funds TRANSAMERICA ASSET ALLOC PORT CL C 893957720 IAALX Mutual Fund   Asset Allocation  $           1000  $             50  $           1000 1.26 1 1.00 No Yes 0 Y
IDEX Funds TRANSAMERICA BALANCED CLASS A 893957316 IBALX Mutual Fund   Balanced  $           1000  $             50  $           1000 1.52 0.35 5.50 Yes Yes 0 Y
IDEX Funds TRANSAMERICA BALANCED CLASS B 893957290 IBABX Mutual Fund   Balanced  $           1000  $             50  $           1000 2.15 1 5.00 No Yes 0 Y
IDEX Funds TRANSAMERICA BALANCED CLASS C 893957274 IBLLX Mutual Fund   Balanced  $           1000  $             50  $           1000 2.08 1 1.00 No Yes 0 Y
IDEX Funds TRANSAMERICA CLARION GL REAL ESTATE SEC I 893961623 TRSIX Mutual Fund   Specialty - Real Estate  $           -  $             -  $           - 0.89 0 None No No 0 Y
IDEX Funds TRANSAMERICA DIVERSI EQUITY CL I 893962373 QDDWQ Mutual Fund    $           250000  $             -  $           - None No Yes 0 Y
IDEX Funds TRANSAMERICA DIVERSIFIED EQUITY A 893962415 TADAX Mutual Fund    $           1000  $             50  $           1000 5.50 No Yes 0 Y
IDEX Funds TRANSAMERICA DIVERSIFIED EQUITY B 893962399 TADBX Mutual Fund    $           1000  $             50  $           1000 5.00 No Yes 0 Y
IDEX Funds TRANSAMERICA DIVERSIFIED EQUITY C 893962381 TADCX Mutual Fund    $           1000  $             50  $           1000 1.00 No Yes 0 Y
IDEX Funds TRANSAMERICA EQUITY CL T 893962720 IEQTX Mutual Fund   Growth  $           1000  $             50  $           1000 0.89 0 8.50 Yes No 0 Y
IDEX Funds TRANSAMERICA EQUITY CLASS A 893961862 ITQAX Mutual Fund   Growth  $           1000  $             50  $           1000 1.39 0.35 5.50 Yes Yes 0 Y
IDEX Funds TRANSAMERICA EQUITY CLASS B 893961854 ITQBX Mutual Fund   Growth  $           1000  $             50  $           1000 2.17 1 5.00 No Yes 0 Y
IDEX Funds TRANSAMERICA EQUITY CLASS C 893961839 ITQLX Mutual Fund   Growth  $           1000  $             50  $           1000 2.04 1 1.00 No Yes 0 Y
IDEX Funds TRANSAMERICA FLEXIBLE INCOME CL A 893957258 IDITX Mutual Fund   Income  $           1000  $             50  $           1000 1.39 0.35 4.75 Yes Yes 0 Y
IDEX Funds TRANSAMERICA FLEXIBLE INCOME CL B 893957241 IFLBX Mutual Fund   Income  $           1000  $             50  $           1000 2.05 1 5.00 No Yes 0 Y
IDEX Funds TRANSAMERICA FLEXIBLE INCOME CL C 893957225 IFLLX Mutual Fund   Income  $           1000  $             50  $           1000 1.97 1 1.00 No Yes 0 Y
IDEX Funds TRANSAMERICA FOCUS FUND CLASS A 893958462 IALAX Mutual Fund   Growth  $           1000  $             50  $           1000 1.55 0.35 5.50 Yes Yes 0 Y
IDEX Funds TRANSAMERICA FOCUS FUND CLASS B 893958454 IACBX Mutual Fund   Growth  $           1000  $             50  $           1000 2.2 1 5.00 No Yes 0 Y
IDEX Funds TRANSAMERICA FOCUS FUND CLASS C 893958439 ILLLX Mutual Fund   Growth  $           1000  $             50  $           1000 2.15 1 1.00 No Yes 0 Y
IDEX Funds TRANSAMERICA GROWTH OPPS CL C 893961771 ITSLX Mutual Fund   Growth  $           1000  $             50  $           1000 2.34 1 1.00 No Yes 0 Y
IDEX Funds TRANSAMERICA GROWTH OPPS CLASS B 893961797 ITCBX Mutual Fund   Growth  $           1000  $             50  $           1000 2.4 1 5.00 No Yes 0 Y
IDEX Funds TRANSAMERICA HIGH YIELD BOND INSTL 893961367 QDEXQ Mutual Fund   Corporate Bond - High Yield  $           1000000  $             -  $           1000000 0.65 0 None No Yes 0 Y
IDEX Funds TRANSAMERICA SHORT TERM BD CL C 893962621 ITACX Mutual Fund   Income  $           1000  $             50  $           1000 1.76 1 1.00 No Yes 0 Y
IDEX Funds TRANSAMERICA SHORT TERM BOND CL A 893962639 ITAAX Mutual Fund   Income  $           1000  $             50  $           1000 1.11 0.35 2.50 Yes Yes 0 Y
IDEX Funds TRANSAMERICA SMALL MID CAP VAL CL A 893957365 IIVAX Mutual Fund   Small Company  $           1000  $             50  $           1000 1.41 0.35 5.50 Yes Yes 0 Y
IDEX Funds TRANSAMERICA SMALL MID CAP VAL CL B 893957357 IIVBX Mutual Fund   Small Company  $           1000  $             50  $           1000 2.07 1 5.00 No Yes 0 Y
IDEX Funds TRANSAMERICA SMALL MID CAP VAL CL C 893957332 IIVLX Mutual Fund   Small Company  $           1000  $             50  $           1000 2.04 1 1.00 No Yes 0 Y
IDEX Funds TRANSMERICA GROWTH OPPS CL A 893961813 ITSAX Mutual Fund   Growth  $           1000  $             50  $           1000 1.75 0.35 5.50 Yes Yes 0 Y
IDEX Funds TRANSAMERICA BALANCE FD CLASS P 893962324 TABPX Mutual Fund    $           1000  $             50  $           250 None Yes Yes Y Y
IDEX Funds TRANSAMERICA DIVERS EQUITY CL P 893962365 TADPX Mutual Fund    $           1000  $             50  $           250 None Yes Yes Y Y
IDEX Funds TRANSAMERICA EQUITY CLASS P 893962340 TAEPX Mutual Fund    $           1000  $             50  $           250 None Yes Yes Y N
IDEX Funds TRANSAMERICA FOCUS CL P 893962357 TAFPX Mutual Fund    $           1000  $             50  $           250 None Yes Yes Y Y
IDEX Funds TRANSAMERICA GROWTH OPPT FD CL P 893962332 TGOPX Mutual Fund    $           1000  $             50  $           250 None Yes Yes Y Y
IDEX Funds TRANSAMERICA HIGH YIELD BOND CLASS P 893962290 THYPX Mutual Fund    $           1000  $             50  $           250 None Yes Yes Y N
IDEX Funds TRANSAMERICA JENNISON GROWTH CL I 893961540 TJNIX Mutual Fund   Growth  $           -  $             -  $           - 0.85 0 None No Yes Y N



 








image


image
image

disclaimeratlantic financial licence