Nasdaq - Delayed Quote USD

Transamerica US Growth (TWMTX)

122.70
+0.63
+(0.52%)
At close: May 16 at 8:02:18 PM EDT
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  • Previous Close 122.07
  • YTD Return -8.53%
  • Expense Ratio 0.71%
  • Category Large Growth
  • Last Cap Gain 59.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 2.37B
  • Beta (5Y Monthly) 1.12
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 36.00%
  • Last Dividend 0.05
  • Inception Date Nov 30, 2009

The fund invests, under normal circumstances, at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in domestic common stocks. It invests primarily in common stocks of growth-oriented companies. Portfolio construction emphasizes stock specific risk while minimizing other sources of broad market risk. The goal is a portfolio whose relative performance is not dependent on the market environment. Consistent with the fund's objective and other policies, the fund may invest to a lesser extent in derivatives, including futures, forwards, options and swaps.

Transamerica

Fund Family

Large Growth

Fund Category

2.37B

Net Assets

2009-11-30

Inception Date

Performance Overview: TWMTX

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Trailing returns as of 5/15/2025. Category is Large Growth.

YTD Return

TWMTX
8.53%
Category
12.38%
 

1-Year Return

TWMTX
9.24%
Category
41.70%
 

3-Year Return

TWMTX
12.92%
Category
22.56%
 

5-Year Return

TWMTX
14.22%
Category
21.98%
 

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Holdings: TWMTX

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Sector Weightings

SectorTWMTX
Technology   45.17%
Healthcare   8.66%
Industrials   2.69%
Real Estate   0.89%
Utilities   0.58%
Energy   0.36%

Recent News: TWMTX

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Research Reports: TWMTX

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