Nasdaq - Delayed Quote USD

Transamerica Large Value Opps R4 (TLOFX)

9.41
+0.25
+(2.73%)
As of 8:07:17 AM EDT. Market Open.

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Schwab Institutional
  • H Beck Inc.
  • Schwab All (Retail, Instl, Retirement)
  • Schwab Retirement Only

Fund Summary

The fund normally invests at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in securities of large-cap value companies and other investments with similar economic characteristics. The fund manager considers large-cap value companies to be companies with market capitalizations that, at the time of initial purchase, exceed the market capitalization of the smallest company included in the MSCI USA Value Index.

Fund Overview

Category Large Value
Fund Family Transamerica
Net Assets 233.16M
YTD Return -1.61%
Yield 1.41%
Morningstar Rating
Inception Date May 05, 2017

Performance & Risk

YTD Return 1.85%
5y Average Return 15.11%
Rank in Category (ytd) 50
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.86
Morningstar Risk Rating

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