Morningstar

Transamerica Capital Growth Fund Class R TAAEX

Morningstar Medalist Rating
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Medalist Rating as of See Transamerica Investment Hub
  • NAV / 1-Day Return $42.69  /  −1.04 %
  • Fund Size $1.2B
  • Adjusted Expense Ratio 1.410%
  • Net Expense Ratio 1.410%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Medium
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 74%
NAV and 1-Day Return as of

Morningstar’s Analysis TAAEX

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

  • People Pillar

    The People Pillar is our evaluation of the TAAEX 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 TAAEX’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
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Portfolio Holdings TAAEX

More TAAEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 66.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cloudflare Inc

14.26 171M
Technology

Royalty Pharma PLC Class A

9.05 108M
Healthcare

Tesla Inc

7.96 95M
Consumer Cyclical

Affirm Holdings Inc Ordinary Shares - Class A

6.89 82M
Financial Services

Space Exploration Technologies Corp Class A

5.28 63M
Industrials

Shopify Inc Registered Shs -A- Subord Vtg

5.05 60M
Technology

Aurora Innovation Inc Class A

4.60 55M
Consumer Cyclical

Roivant Sciences Ltd Ordinary Shares

4.55 54M
Healthcare

Strategy Inc Class A

4.47 54M
Technology

IonQ Inc

3.98 48M
Technology

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