Morningstar

Transamerica Large Core ESG Fund Class R4 TLAFX

Morningstar Medalist Rating
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Medalist Rating as of See Transamerica Investment Hub
  • NAV / 1-Day Return $12.76  /  +0.55 %
  • Fund Size $179.8M
  • Adjusted Expense Ratio 0.810%
  • Net Expense Ratio 0.800%
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Medium
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $5,000
  • Investment Status Open
  • TTM Yield 0.35%
  • Turnover Ratio 110%
NAV and 1-Day Return as of

Morningstar’s Analysis TLAFX

Will TLAFX outperform in the 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 TLAFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TLAFX 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 TLAFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Transamerica Large Core ESG R4 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings TLAFX

More TLAFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.12 16M
Technology

Microsoft Corp

6.03 11M
Technology

Apple Inc

5.78 10M
Technology

Broadcom Inc

3.26 6M
Technology

Alphabet Inc Class A

2.52 5M
Communication Services

Amazon.com Inc

2.51 5M
Consumer Cyclical

Eli Lilly and Co

2.38 4M
Healthcare

JPMorgan Chase & Co

2.26 4M
Financial Services

Micron Technology Inc

1.99 4M
Technology

Alphabet Inc Class C

1.96 4M
Communication Services

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