Transamerica Large Value Fund Quote
| TLOTX Fund | USD 9.53 0.04 0.42% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Transamerica Large is trading at 9.53 as of the 3rd of February 2025; that is 0.42% down since the beginning of the trading day. The fund's open price was 9.57. Transamerica Large has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 4th of January 2025 and ending today, the 3rd of February 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in securities of large-cap value companies and other investments with similar economic characteristics. The fund manager considers large-cap value companies to be companies with market capitalizations that, at the time of initial purchase, exceed the market capitalization of the smallest company included in the MSCI USA Value Index.. More on Transamerica Large Value
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Transamerica Mutual Fund Highlights
| Fund Concentration | Transamerica Funds, Large Value Funds, Large Value, Transamerica, Large Value, Large Value (View all Sectors) |
| Update Date | 31st of December 2024 |
Transamerica Large Value [TLOTX] is traded in USA and was established 3rd of February 2025. Transamerica Large is listed under Transamerica category by Fama And French industry classification. The fund is listed under Large Value category and is part of Transamerica family. This fund at this time has accumulated 642.35 M in assets with no minimum investment requirementsTransamerica Large Value is currently producing year-to-date (YTD) return of 3.35% with the current yeild of 0.02%, while the total return for the last 3 years was 9.35%.
Check Transamerica Large Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Transamerica Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Transamerica Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Transamerica Large Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Transamerica Large Value Mutual Fund Constituents
| PEP | PepsiCo | Stock | Consumer Staples | |
| WMT | Walmart | Stock | Consumer Staples | |
| CVX | Chevron Corp | Stock | Energy | |
| PRU | Prudential Financial | Stock | Financials | |
| ALL | The Allstate | Stock | Financials | |
| MRK | Merck Company | Stock | Health Care | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| BAC | Bank of America | Stock | Financials |
Transamerica Large Top Holders
| TAAFX | Transamerica Asset Allocation | Mutual Fund | Allocation--50% to 70% Equity | |
| TSHRX | Transamerica Asset Allocation | Mutual Fund | Intermediate Core-Plus Bond | |
| TALRX | Transamerica Asset Allocation | Mutual Fund | Allocation--85%+ Equity | |
| TAARX | Transamerica Asset Allocation | Mutual Fund | Allocation--50% to 70% Equity | |
| TALFX | Transamerica Asset Allocation | Mutual Fund | Allocation--85%+ Equity | |
| TSHFX | Transamerica Asset Allocation | Mutual Fund | Intermediate Core-Plus Bond |
Transamerica Large Value Risk Profiles
| Mean Deviation | 0.8187 | |||
| Standard Deviation | 2.32 | |||
| Variance | 5.39 | |||
| Risk Adjusted Performance | (0.08) |
Transamerica Large Against Markets
Other Information on Investing in Transamerica Mutual Fund
Transamerica Large financial ratios help investors to determine whether Transamerica Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Transamerica with respect to the benefits of owning Transamerica Large security.
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