Transamerica Large Cap Value’s late-2020 subadvisor change provides some early reasons for optimism. The fund's cheaper share classes earn Morningstar Analyst Ratings of Bronze, with pricier shares at Neutral.
Transamerica Large Cap Value I2 TWQZX
NAV / 1-Day Return
12.91
/
0.16
%
Total Assets
2.0 Bil
Adj. Expense Ratio
0.610%
Expense Ratio
0.610%
Fee Level
Below Average
Longest Manager Tenure
1.69
years
Category
Large Value
Investment Style
Large BlendMin. Initial Investment
0
Status
Open
TTM Yield
1.12%
Turnover
127%
Morningstar’s Fund Analysis TWQZX
Will TWQZX 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 TWQZX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the TWQZX 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 TWQZX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A new subadvisor settles in.
