Mutual Funds - Profile

Transamerica Large Value Opportunities

US > Large-Cap > Value

Rank

Universe Rank

Summary

The fund seeks to appreciate capital in the long-term through investing in large-size U.S. companies.

The sub-adviser starts with a list of companies included in the benchmark Russell 1000 Value Index. The research team narrows the universe of investable stocks with the help of valuation screens, fundamental research and recent price actions.

The team then evaluates the individual company for its long term growth profile and valuation and identifies a list of stocks trading at attractive discounts to long term values.

The fund favors companies with high return on average, attractive stock price More

Price

  • Last Close
  • $10.1
    +0.11
  • 52 Week HL
  • $11.53 - $7.94
  • Net Assets
  • $343.03 M
  • 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

  • Prospectus
  • Annual Reports

Performance
-1.1 % YTD

  • 3 Year
  • 14.97%
  • 5 Year
  • 10.64%
  • Best
  • 19.83%
    2019
  • Worst
  • -3.47%
    2020

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
TLOTX -4%23%0%23%-11%11%14%-6%11%29%14%
S&P 500 -10%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -1.1% 11.1% -27.4% 10.7% -2.8% - - - - - -
Q2 - 4.8% 14.4% - 3.5% 0.9% - - - - -
Q3 - 4.4% 3.1% -0.1% 5.9% 4.6% - - - - -
Q4 - -6.7% 12.8% 6.4% -13.1% 6.6% - - - - -

Returns +
M

J F M A M J J A S O N D
2022 -1.1% - - - - - - - - - - -
2021 -0.4% 3.8% 7.5% 3.7% 2.3% -1.3% 1.3% 2.4% 0.6% 0.7% -1.3% -9.7%

Annual
Return

Index Comparison

Alpha

NAV