Transamerica Large Cap Fund Manager Performance Evaluation
| TALCX Fund | USD 15.69 0.03 0.19% |
The entity has a beta of 0.8, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Transamerica Large's returns are expected to increase less than the market. However, during the bear market, the loss of holding Transamerica Large is expected to be smaller as well.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Transamerica Large Cap are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Transamerica Large may actually be approaching a critical reversion point that can send shares even higher in December 2024.
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| Expense Ratio | 0.6300 |
Transamerica |
Transamerica Large Relative Risk vs. Return Landscape
If you would invest 1,464 in Transamerica Large Cap on September 1, 2024 and sell it today you would earn a total of 105.00 from holding Transamerica Large Cap or generate 7.17% return on investment over 90 days. Transamerica Large Cap is currently producing 0.1103% returns and takes up 0.6361% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Transamerica, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Transamerica Large Current Valuation
Fairly Valued
Today
Please note that Transamerica Large's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Transamerica Large Cap has a current Real Value of $15.52 per share. The regular price of the fund is $15.69. We determine the value of Transamerica Large Cap from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Transamerica Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Transamerica Mutual Fund. However, Transamerica Large's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 15.69 | Real 15.52 | Hype 15.7 | Naive 15.7 |
The intrinsic value of Transamerica Large's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Transamerica Large's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Transamerica Large Cap helps investors to forecast how Transamerica mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Transamerica Large more accurately as focusing exclusively on Transamerica Large's fundamentals will not take into account other important factors: Transamerica Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Transamerica Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Transamerica Large Cap, and traders can use it to determine the average amount a Transamerica Large's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1734
| Best Portfolio | Best Equity | |||
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| Cash | TALCX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.64 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Transamerica Large is performing at about 13% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Transamerica Large by adding it to a well-diversified portfolio.
Transamerica Large Fundamentals Growth
Transamerica Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Transamerica Large, and Transamerica Large fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Transamerica Mutual Fund performance.
| Total Asset | 1.74 B | ||||
About Transamerica Large Performance
Evaluating Transamerica Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Transamerica Large has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Transamerica Large has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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. The fund typically holds between 35 and 50 positions. It will generally invest in companies across a variety of industries and sectors. The fund may invest up to 20 percent of its assets in non-U.S. securities.Things to note about Transamerica Large Cap performance evaluation
Checking the ongoing alerts about Transamerica Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Transamerica Large Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Transamerica Large's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Transamerica Large's mutual fund performance include:- Analyzing Transamerica Large's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Transamerica Large's stock is overvalued or undervalued compared to its peers.
- Examining Transamerica Large's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Transamerica Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Transamerica Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Transamerica Large's mutual fund. These opinions can provide insight into Transamerica Large's potential for growth and whether the stock is currently undervalued or overvalued.
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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