Transamerica Large Growth R holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Transamerica Large Growth Fund Class R TGWRX
- NAV / 1-Day Return 10.80 / −4.34 %
- Total Assets 344.6M
-
Adj. Expense Ratio
1.210%
- Expense Ratio 1.220%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Medium
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.00
- Turnover 56%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 2:18 AM GMT+0
Morningstar’s Analysis TGWRX
Will TGWRX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the TGWRX 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 TGWRX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 43.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Cloudflare Inc | 6.61 | 23M | Technology |
NVIDIA Corp | 6.28 | 22M | Technology |
Tesla Inc | 5.13 | 18M | Consumer Cyclical |
Apple Inc | 4.53 | 16M | Technology |
Alphabet Inc Class A | 4.43 | 15M | Communication Services |
Fixed Inc Clearing Corp.Repo | 4.39 | 15M | Cash and Equivalents |
Royalty Pharma PLC Class A | 3.77 | 13M | Healthcare |
Broadcom Inc | 3.35 | 12M | Technology |
Microsoft Corp | 3.17 | 11M | Technology |
Amazon.com Inc | 3.16 | 11M | Consumer Cyclical |
United States