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Transamerica Large Growth Fund (0P000181YW)

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

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.

Transamerica Large Growth Fund

St Petersburg FL 33716
570 Carillon Parkway

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 Operations

Last Dividend 0.00
Last Cap Gain 11.00
Holdings Turnover 36.00%
Average for Category --

Fees & Expenses

Expense 0P000181YW Category Average
Annual Report Expense Ratio (net) 0.71% 0.99%
Prospectus Net Expense Ratio 0.71% --
Prospectus Gross Expense Ratio 0.71% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.33%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Sandeep (Sam) G. Chainani, Lead Manager since October 18, 2019
Sam Chainani is an investor for the Counterpoint Global team. He joined Morgan Stanley in 1996 and has been with financial industry since 1996. Sam joined the team as an investor in 2000. Previously, he was a strategy specialist for our Inception and Discovery strategies. Sam received a B.S. in management with a concentration in finance from Binghamton University. He holds the Chartered Financial Analyst designation.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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