Morningstar

Transamerica Large Value Opportunities Fund Class R4 TLOFX

Morningstar Medalist Rating
Medalist Rating as of | See Transamerica Investment Hub
  • NAV / 1-Day Return 10.15  /  +0.30 %
  • Total Assets 241.2M
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 1.05%
  • Turnover 123%

USD | NAV as of Aug 08, 2026 | 1-Day Return as of Aug 08, 2026, 12:11 AM GMT+0

Morningstar’s Analysis TLOFX

Will TLOFX outperform in the 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 TLOFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Transamerica Large Value Opps R4 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings TLOFX

More TLOFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.29 17M
Technology

Meta Platforms Inc Class A

4.01 9M
Communication Services

Micron Technology Inc

3.98 9M
Technology

JPMorgan Chase & Co

3.69 8M
Financial Services

Bank of America Corp

2.20 5M
Financial Services

ExxonMobil Holdings Corp

2.04 5M
Energy

The Home Depot Inc

1.99 5M
Consumer Cyclical

The Goldman Sachs Group Inc

1.74 4M
Financial Services

Intel Corp

1.48 3M
Technology

McDonald's Corp

1.44 3M
Consumer Cyclical

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