Mutual Funds - Profile

Transamerica Large Core

US > Large-Cap > Core

Rank

Universe Rank

Summary

The fund seeks to generate total return including current income in the long-term through investing in large-size companies in the U.S.

The investment process focuses on large- and mega-size companies included in the S&P 500 Index. The research team narrows the investable universe with the help of quantitative screens, fundamental analysis and valuation guidelines.

The investment team favors companies with high return on capital, long-term growth prospects, management with successful track record of capital allocation and dividend track record.

Price

  • Last Close
  • $11.83
    +0.12
  • 52 Week HL
  • $14.09 - $11.04
  • Net Assets
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Nov 30, -0001

Top 10 Holdings
Aug 02, 2021

Company Holding
Company Holding
Total 0%

Manager

  • Name
  • Sheedsa Ali
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports

Performance
- YTD

  • 3 Year
  • 9.88%
  • 5 Year
  • 26.94%
  • Best
  • 24.76%
    2019
  • Worst
  • -7.4%
    2018

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
TLARX -4%25%19%29%-7%19%10%-1%11%30%14%
S&P 500 -8%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -5.7% 6.7% -20.7% 12.1% -1.1% - - - - - -
Q2 - 8.2% 20.5% 1.5% 4% 2.5% - - - - -
Q3 - 0.3% 7.7% -0.3% 6.8% 5.2% - - - - -
Q4 - -4.5% 2.5% 8% -14.3% 8.1% - - - - -

Returns +
M

J F M A M J J A S O N D
2022 -5.7% - - - - - - - - - - -
2021 -0.3% 1.9% 5% 5.4% 0.6% 2.1% 2.2% 3.4% -5% 6.4% 1.5% -11.6%

Annual
Return

Index Comparison

Alpha

NAV