TWQAX : Transamerica Large Cap Value Fund Class A

TWQAX is a US Stocks Market Large Value with HIGH fees.

TWQAX

Transamerica Large Cap Value Fund Class A

FI Score

45 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

7 /10

Category Score

8 /10

Market Size

7 /10

45% FI Score
  • twqax
  • Mutual Fund
  • US Stocks
  • Large Value

Transamerica Large Cap Value Fund Class A

Expenses: 1.08% (Better than 0% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why »

Fund Summary

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® Value Index. It normally focuses primarily on companies with market capitalizations greater than $10 billion. The fund typically holds between 25 and 40 positions. It may invest up to 20% of its assets in non-U.S. securities.

Largest Holdings

Amount Holding
6.15% AbbVie Inc
4.78% DuPont de Nemours Inc
4.46% CenterPoint Energy Inc
4.46% Archer-Daniels Midland Co
4.30% Intel Corp
4.01% Walmart Inc
3.93% General Motors Co
3.92% Citigroup Inc
3.78% American International Group Inc
3.41% Morgan Stanley
3.08% Pfizer Inc
3.02% Johnson & Johnson
2.98% Primo Water Corp
2.96% Lowe's Companies Inc
2.87% Otis Worldwide Corp Ordinary Shares
2.69% Exelon Corp
2.43% Verizon Communications Inc
2.25% Exxon Mobil Corp
2.02% SL Green Realty Corp
2.00% Treehouse Foods Inc
2.00% Williams Companies Inc
1.97% Apple Inc
1.94% Raytheon Technologies Corp
1.92% Chevron Corp
1.89% JPMorgan Chase & Co

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