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.
Will TWQIX outperform in future?
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The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TWQIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the TWQIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of TWQIX’s parent organization’s priorities and whether they’re in line with investors’ interests.