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Transamerica Large Growth R4 TGWFX

Medalist Rating as of | See Transamerica Investment Hub
  • NAV / 1-Day Return 12.61  /  +0.96 %
  • Total Assets 497.7 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 Feb 27, 2024 | 1-Day Return as of Feb 27, 2024, 11:20 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.

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.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings TGWFX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 38.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
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