Morningstar

Transamerica International Equity I3 TRWTX

Morningstar Medalist Rating
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Medalist Rating as of See Transamerica Investment Hub
  • NAV / 1-Day Return $28.75  /  −0.79 %
  • Fund Size $3.9B
  • Adjusted Expense Ratio 0.740%
  • Net Expense Ratio 0.770%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Foreign Large Value
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 3.38%
  • Turnover Ratio 13%
NAV and 1-Day Return as of

Morningstar’s Analysis TRWTX

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

  • People Pillar

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

Making a good substitution.

Principal Tony Thomas

Tony Thomas

Principal

Summary

Transamerica International Equity's subadvisor swap will affect many things but not its overall appeal. It retains Above Average People and Process ratings.

by Tony Thomas
Rated on Published on

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Portfolio Holdings TRWTX

More TRWTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Industrials

Roche Holding Ag Common Stock Chf.001

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—

Panasonic Holdings Corp

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Lloyds Banking Group PLC

2.02 80M
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ORIX Corp

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Sony Group Corp

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DNB Bank ASA

1.91 76M
Financial Services

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