Transamerica Large Core ESG 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 Core ESG Fund Class R TLARX
- NAV / 1-Day Return 12.19 / +0.58 %
- Total Assets 177.9M
-
Adj. Expense Ratio
1.050%
- Expense Ratio 1.050%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Medium
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.22%
- Turnover 110%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:11 AM GMT+0
Morningstar’s Analysis TLARX
Will TLARX 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 TLARX 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 TLARX’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 38.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 8.79 | 15M | Technology |
Microsoft Corp | 5.87 | 10M | Technology |
Apple Inc | 5.26 | 9M | Technology |
Broadcom Inc | 3.81 | 7M | Technology |
Alphabet Inc Class A | 3.14 | 5M | Communication Services |
Amazon.com Inc | 2.96 | 5M | Consumer Cyclical |
JPMorgan Chase & Co | 2.30 | 4M | Financial Services |
Alphabet Inc Class C | 2.20 | 4M | Communication Services |
Eli Lilly and Co | 1.95 | 3M | Healthcare |
Visa Inc Class A | 1.90 | 3M | Financial Services |
United States