NasdaqGM - Delayed Quote USD

Transamerica Large Growth Fund (0P000181YW)

12.73 +0.16 (+1.27%)
At close: April 5 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 6.62%
5y Average Return 12.17%
Number of Years Up 4
Number of Years Down 2
Best 1Y Total Return (Apr 4, 2024) 73.40%
Worst 1Y Total Return (Apr 4, 2024) --
Best 3Y Total Return 73.40%
Worst 3Y Total Return -5.10%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P000181YW
Category
YTD
10.01%
12.38%
1-Month
1.89%
5.09%
3-Month
10.01%
10.28%
1-Year
37.25%
41.70%
3-Year
-1.93%
22.56%
5-Year
13.26%
21.98%
10-Year
13.37%
15.99%
Last Bull Market
38.20%
25.99%
Last Bear Market
-31.35%
-17.29%

Annual Total Return (%) History

Year
0P000181YW
Category
2024
--
--
2023
43.61%
--
2022
-45.89%
--
2021
9.97%
--
2020
73.40%
35.86%
2019
34.46%
31.90%
2018
-0.22%
-2.09%
2017
--
27.67%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.01% -- -- --
2023 15.10% 12.70% -5.35% 16.96%
2022 -17.88% -31.35% 0.46% -4.45%
2021 -0.34% 12.19% -1.95% 0.31%
2020 -9.87% 43.62% 17.37% 14.13%
2019 17.62% 4.29% -0.62% 10.30%
2018 3.73% 6.60% 7.81% -16.30%
2017 5.41% 6.45% 7.45% --

Rank in Category (By Total Return)

YTD 73
1-Month 59
3-Month 73
1-Year 53
3-Year 96
5-Year 75

Load Adjusted Returns

1-Year 37.25%
3-Year -1.93%
5-Year 13.26%
10-Year 13.37%

Performance & Risk

YTD Return 6.62%
5y Average Return 12.17%
Rank in Category (ytd) 73
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.28
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Transamerica
Net Assets 498.79M
YTD Return 10.01%
Yield 0.00%
Morningstar Rating
Inception Date May 28, 2021

Fund Summary

The fund normally invests at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in equity securities of large cap companies and other investments with similar economic characteristics. The fund manager considers large cap 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 Russell 1000® Growth Index.

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