Morningstar

Transamerica Capital Growth Fund Class C ILLLX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Transamerica Investment Hub
  • NAV / 1-Day Return $29.74  /  +2.59 %
  • Fund Size $1.2B
  • Adjusted Expense Ratio 1.870%
  • Net Expense Ratio 1.888%
  • Fee Level: Distribution Above Average
  • Share Class Type Level Load
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 74%
NAV and 1-Day Return as of

Morningstar’s Analysis ILLLX

Will ILLLX 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 ILLLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

An audacious but adept investment team.

Principal Robby Greengold

Robby Greengold

Principal

Summary

Morgan Stanley Institutional Growth is a high-octane strategy whose daring risk/reward profile rests on the strength of an accomplished investment team.

by Robby Greengold
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ILLLX

More ILLLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 67.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cloudflare Inc

13.69 166M
Technology

Royalty Pharma PLC Class A

9.40 114M
Healthcare

Tesla Inc

8.60 104M
Consumer Cyclical

Affirm Holdings Inc Ordinary Shares - Class A

7.31 89M
Financial Services

Shopify Inc Registered Shs -A- Subord Vtg

6.14 74M
Technology

Space Exploration Technologies Corp Class A

4.96 60M
Industrials

Aurora Innovation Inc Class A

4.51 55M
Consumer Cyclical

Roivant Sciences Ltd Ordinary Shares

4.43 54M
Healthcare

Strategy Inc Class A

4.28 52M
Technology

AppLovin Corp Ordinary Shares - Class A

4.16 50M
Communication Services

Sponsor Center