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Morningstar

Transamerica International Equity I TSWIX

Morningstar Analyst Rating
Analyst rating as of | See Transamerica Investment Hub
  • NAV / 1-Day Return 19.18  /  1.34 %
  • Total Assets 4.8 Bil
  • Adj. Expense Ratio
    0.840%
  • Expense Ratio 0.850%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Foreign Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 1.03%
  • Turnover 17%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:32 PM GMT+00:00

Morningstar’s Analysis TSWIX

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

People Pillar

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

An impressive record.

Senior Analyst

Summary

| by Gregg Wolper

The long tenures of Transamerica International Equity’s manager and analysts, their consistent application of their process, and a strong performance record earn this fund Morningstar Analyst Ratings of Bronze for all share classes except the more-expensive C shares, which are rated Neutral.

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