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Morningstar

Transamerica Large Growth I3 TGWTX

Morningstar Medalist Rating
Medalist Rating as of | See Transamerica Investment Hub
  • NAV / 1-Day Return 12.15  /  −0.25 %
  • Total Assets 461.1 Mil
  • Adj. Expense Ratio
    0.710%
  • Expense Ratio 0.710%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 36%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:23 PM GMT+0

Morningstar’s Analysis TGWTX

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

  • People Pillar

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

Transamerica Large Growth I3 retains its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TGWTX

More TGWTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Shopify Inc Registered Shs -A- Subord Vtg

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Fixed Inc Clearing Corp.Repo

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Snowflake Inc Ordinary Shares - Class A

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Technology