TWQIX – Transamerica Large Cap Value I Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in equity securities of large cap companies. The sub-adviser considers large cap companies to be companies with capitalizations within the range of companies included in the Russell 1000® Index. The fund typically holds between 35 and 50 positions. It will generally invest in companies across a variety of industries and sectors. The fund may invest up to 20% of its assets in non-U.S. securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
TWQIX	Transamerica Large Cap Value Fund Class I	Institutional	Open			Nov 15, 2010	$604.69M	0.630%	Below Average	$1M	$269.17M
TWQZX	Transamerica Large Cap Value Fund Class I2	Institutional	Open			Nov 15, 2010	$1.76B	0.630%	Below Average	$0	−$372.52M
TWQAX	Transamerica Large Cap Value Fund Class A	Front Load	Open			Nov 15, 2010	$186.55M	0.970%	Average	$1,000	$13.45M
TWQCX	Transamerica Large Cap Value Fund Class C	Level Load	Open			Nov 15, 2010	$32.96M	1.740%	Average	$1,000	$10.91M
TALCX	Transamerica Large Cap Value Fund Class R6	Retirement, Large	Open			May 29, 2015	$49.83M	0.630%	Average	$0	−$12.04M

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