Transamerica Large Cap Fund Quote
| TWQZX Fund | USD 15.18 0.04 0.26% |
PerformanceVery Weak
| Odds Of DistressLow
|
Transamerica Large is trading at 15.18 as of the 16th of February 2025; that is 0.26% down since the beginning of the trading day. The fund's open price was 15.22. Transamerica Large has about a 22 % 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 18th of November 2024 and ending today, the 16th of February 2025. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities of large cap companies. The sub-adviser considers large cap companies to be companies with capitalizations within the range of companies included in the Russell 1000 Index. More on Transamerica Large Cap
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 Cap [TWQZX] is traded in USA and was established 16th 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 2.38 B in assets with no minimum investment requirementsTransamerica Large Cap is currently producing year-to-date (YTD) return of 5.26% with the current yeild of 0.01%, while the total return for the last 3 years was 9.45%.
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 Cap 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 Cap Mutual Fund Constituents
| TJX | The TJX Companies | Stock | Consumer Discretionary | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| TMO | Thermo Fisher Scientific | Stock | Health Care | |
| CNP | CenterPoint Energy | Stock | Utilities | |
| APD | Air Products and | Stock | Materials | |
| CVX | Chevron Corp | Stock | Energy | |
| DD | Dupont De Nemours | Stock | Materials | |
| LOW | Lowes Companies | Stock | Consumer Discretionary |
Transamerica Large Top Holders
| TAGIX | Transamerica Asset Allocation | Mutual Fund | Allocation--85%+ Equity | |
| ICLAX | Transamerica Asset Allocation | Mutual Fund | Allocation--30% to 50% Equity | |
| IMLAX | Transamerica Asset Allocation | Mutual Fund | Allocation--50% to 70% Equity | |
| IAAAX | Transamerica Asset Allocation | Mutual Fund | Allocation--85%+ Equity | |
| IMOAX | Transamerica Asset Allocation | Mutual Fund | Allocation--50% to 70% Equity | |
| IAALX | Transamerica Asset Allocation | Mutual Fund | Allocation--85%+ Equity | |
| IMGRX | Transamerica Asset Allocation | Mutual Fund | Allocation--50% to 70% Equity | |
| IMDRX | Transamerica Asset Allocation | Mutual Fund | Allocation--50% to 70% Equity |
Transamerica Large Cap Risk Profiles
| Mean Deviation | 0.4921 | |||
| Standard Deviation | 0.6644 | |||
| Variance | 0.4415 | |||
| Risk Adjusted Performance | (0.04) |
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.
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing |