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Morningstar

Transamerica Large Cap Value A TWQAX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 12.71  /  1.52 %
  • Total Assets 2.0 Bil
  • Adj. Expense Ratio
    0.980%
  • Expense Ratio 0.980%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.92%
  • Turnover 26%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:21 PM GMT+00:00

Morningstar’s Analysis TWQAX

Will TWQAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TWQAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the TWQAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of TWQAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A small but seasoned crew is its key strength.

Senior Analyst

Summary

| by Todd Trubey

The team at Rothschild & Co. has plied an approach emphasizing stock selection for about two years now at Transamerica Large Cap Value, with encouraging results. The fund’s cheaper share classes earn Morningstar Analyst Ratings of Bronze, with pricier shares rated Neutral.

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