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Morningstar

Transamerica Large Growth R4 TGWFX

Morningstar Medalist Rating
Medalist Rating as of | See Transamerica Investment Hub
  • NAV / 1-Day Return 12.49  /  +1.30 %
  • Total Assets 437.6 Mil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield —
  • Turnover 36%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis TGWFX

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

  • People Pillar

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

Transamerica Large Growth R4 earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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Portfolio Holdings TGWFX

More TGWFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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