Transamerica Capital Growth Fund Manager Performance Evaluation
| TFOIX Fund | USD 44.11 1.53 3.35% |
The entity has a beta of 1.12, which indicates a somewhat significant risk relative to the market. Transamerica Capital returns are very sensitive to returns on the market. As the market goes up or down, Transamerica Capital is expected to follow.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Transamerica Capital Growth has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's forward indicators remain fairly strong which may send shares a bit higher in March 2026. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio Date | 1st of March 2025 | |
| Expense Ratio | 0.8200 |
Transamerica |
Transamerica Capital Relative Risk vs. Return Landscape
If you would invest 5,312 in Transamerica Capital Growth on November 3, 2025 and sell it today you would lose (901.00) from holding Transamerica Capital Growth or give up 16.96% of portfolio value over 90 days. Transamerica Capital Growth is currently producing negative expected returns and takes up 1.6948% volatility of returns over 90 trading days. Put another way, 15% of traded mutual funds are less volatile than Transamerica, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Transamerica Capital Current Valuation
Undervalued
Today
Please note that Transamerica Capital's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Transamerica Capital has a current Real Value of $45.07 per share. The regular price of the fund is $44.11. We determine the value of Transamerica Capital 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 Capital is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Transamerica Mutual Fund. However, Transamerica Capital'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 44.11 | Real 45.07 | Hype 44.11 | Naive 43.74 |
The intrinsic value of Transamerica Capital'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 Capital'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 Capital Growth 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 Capital more accurately as focusing exclusively on Transamerica Capital's fundamentals will not take into account other important factors: Transamerica Capital Target Price Odds to finish over Current Price
The tendency of Transamerica Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 44.11 | 90 days | 44.11 | about 99.0 |
Based on a normal probability distribution, the odds of Transamerica Capital to move above the current price in 90 days from now is about 99.0 (This Transamerica Capital Growth probability density function shows the probability of Transamerica Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon the mutual fund has the beta coefficient of 1.12 . This usually implies Transamerica Capital Growth market returns are sensitive to returns on the market. As the market goes up or down, Transamerica Capital is expected to follow. Additionally Transamerica Capital Growth has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Transamerica Capital Price Density |
| Price |
Predictive Modules for Transamerica Capital
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Transamerica Capital. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Transamerica Capital Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Transamerica Capital is not an exception. The market had few large corrections towards the Transamerica Capital's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Transamerica Capital Growth, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Transamerica Capital within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.34 | |
β | Beta against Dow Jones | 1.12 | |
σ | Overall volatility | 2.16 | |
Ir | Information ratio | -0.19 |
Transamerica Capital Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Transamerica Capital for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Transamerica Capital can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Transamerica Capital generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Over six million dollars channeled to Sovereign Fund - Agncia de Informao de Moambique | |
| The fund generated five year return of 0.0% | |
| Transamerica Capital maintains 97.55% of its assets in stocks |
Transamerica Capital Fundamentals Growth
Transamerica Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Transamerica Capital, and Transamerica Capital 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.
| Price To Earning | 1.03 X | ||||
| Price To Book | 7.89 X | ||||
| Price To Sales | 5.36 X | ||||
| Total Asset | 767.92 M | ||||
About Transamerica Capital Performance
Evaluating Transamerica Capital's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Transamerica Capital 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 Capital 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.
The fund seeks long-term capital growth by investing primarily in established and emerging companies with capitalizations at the time of purchase within the range of companies included in the Russell 1000 Growth Index. It may invest up to 25 percent of its net assets in securities of foreign issuers, including issuers located in emerging market or developing countries, securities classified as ADRs, GDRs, ADSs or GDSs, foreign U.S. dollar denominated securities that are traded on a U.S. exchange and local shares of non-U.S. issuers.Things to note about Transamerica Capital performance evaluation
Checking the ongoing alerts about Transamerica Capital for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Transamerica Capital help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Transamerica Capital generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Over six million dollars channeled to Sovereign Fund - Agncia de Informao de Moambique | |
| The fund generated five year return of 0.0% | |
| Transamerica Capital maintains 97.55% of its assets in stocks |
- Analyzing Transamerica Capital'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 Capital's stock is overvalued or undervalued compared to its peers.
- Examining Transamerica Capital'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 Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Transamerica Capital's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Transamerica Capital's mutual fund. These opinions can provide insight into Transamerica Capital's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Transamerica Mutual Fund
Transamerica Capital 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 Capital security.
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