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Morningstar

Transamerica US Growth C TADCX

Morningstar Medalist Rating
Medalist Rating as of | See Transamerica Investment Hub
  • NAV / 1-Day Return 21.84  /  0.32 %
  • Total Assets 2.1 Bil
  • Adj. Expense Ratio
    1.850%
  • Expense Ratio 1.850%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 40%

USD | NAV as of Nov 27, 2023 | 1-Day Return as of Nov 27, 2023, 11:21 PM GMT+0

Morningstar’s Analysis TADCX

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

People Pillar

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

Strength in Transamerica US Growth C's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TADCX

More TADCX Holdings
  • Current Portfolio Date
  • Equity Holdings 57
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 51.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Apple Inc

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Amazon.com Inc

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Alphabet Inc Class A

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NVIDIA Corp

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Mastercard Inc Class A

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Eli Lilly and Co

3.25
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Healthcare

UnitedHealth Group Inc

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Broadcom Inc

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46,006,953
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