Morgan Stanley Institutional Growth is a high-octane strategy whose daring risk/reward profile rests on the strength of an accomplished investment team.
Transamerica Capital Growth Fund Class A IALAX
- NAV / 1-Day Return 42.72 / −0.47 %
- Total Assets 1.3B
-
Adj. Expense Ratio
1.090%
- Expense Ratio 1.090%
- Distribution Fee Level Above Average
- Share Class Type Front Load
- Category Large Growth
- Investment Style Mid Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.00
- Turnover 74%
USD | NAV as of Jun 17, 2026 | 1-Day Return as of Jun 17, 2026, 12:11 AM GMT+0
Morningstar’s Analysis IALAX
Will IALAX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the IALAX 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 IALAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 70.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Cloudflare Inc | 13.67 | 183M | Technology |
Tesla Inc | 9.22 | 124M | Consumer Cyclical |
Royalty Pharma PLC Class A | 8.93 | 120M | Healthcare |
AppLovin Corp Ordinary Shares - Class A | 8.03 | 108M | Communication Services |
Affirm Holdings Inc Ordinary Shares - Class A | 6.54 | 88M | Financial Services |
IonQ Inc Class A | 6.19 | 83M | Technology |
Aurora Innovation Inc Class A | 4.68 | 63M | Consumer Cyclical |
QXO Inc | 4.57 | 61M | Industrials |
Roivant Sciences Ltd Ordinary Shares | 4.46 | 60M | Healthcare |
DoorDash Inc Ordinary Shares - Class A | 4.23 | 57M | Consumer Cyclical |
United States