Transamerica Large Cap Value’s seasoned crew uses a sensible approach that hinges on stock selection, earning Above Average People and Average Process ratings.
- NAV / 1-Day Return 13.01 / 0.69 %
- Total Assets 1.4 Bil
-
Adj. Expense Ratio
0.630%
- Expense Ratio 0.630%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 1,000,000
- Status Open
- TTM Yield 1.22%
- Turnover 26%
Morningstar’s Analysis TWQIX
Will TWQIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 45
- Bond Holdings 0
- Other Holdings 2
- % Assets in Top 10 Holdings 31.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector