TLAFX – Transamerica Large Core ESG R4 Investment Strategy | Morningstar

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Strategy

The investment seeks to provide capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in securities of large-cap companies that have an MSCI ESG rating of A or higher. The fund's managers consider large-cap companies to be the top approximately 1,000 companies by market capitalizations in the U.S. market.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
TLATX	Transamerica Large Core ESG Fund Class I3	Institutional	Open			Mar 10, 2017	$132.57M	0.550%	Below Average	$0	−$14.84M
TLACX	Transamerica Large Core ESG Fund Class A	Front Load	Open			Mar 1, 2023	$1.00M	0.970%	Average	$1,000	$428,226.02
TLASX	Transamerica Large Core ESG Fund Class R6	Retirement, Large	Open			Mar 1, 2023	$3.12M	0.550%	Average	$0	$2.75M
TLAFX	Transamerica Large Core ESG Fund Class R4	Retirement, Medium	Open			Sep 11, 2000	$753,350.00	0.810%	Low	$5,000	−$185,306.79
TLARX	Transamerica Large Core ESG Fund Class R	Retirement, Medium	Open			Mar 10, 2017	$45.10M	1.050%	Below Average	$0	−$5.59M

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