A subadvisor swap muddles Transamerica Large Cap Value’s outlook, dropping the Morningstar Analyst Rating of its cheapest shares from Bronze to Neutral, which aligns with the existing rating of its C-shares.
Transamerica Large Cap Value A TWQAX
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will TWQAX 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 TWQAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the TWQAX 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 TWQAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A manager change clouds this strategy’s forecast.
