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Transamerica Large Cap Value I TWQIX

Analyst rating as of
NAV / 1-Day Return
14.10  /  0.93 %
Total Assets
2.6 Bil
Adj. Expense Ratio
0.650%
Expense Ratio
0.650%
Fee Level
Below Average
Longest Manager Tenure
0.89 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
0.97%
Turnover
184%
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Morningstar’s Analysis

Will TWQIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A manager change clouds this strategy’s forecast.

Associate Director

Summary

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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.

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