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Nasdaq - Delayed Quote USD

Transamerica Large Growth R4 (TGWFX)

11.28
-0.25
(-2.17%)
As of 8:07:16 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -12.39%
5y Average Return 12.23%
Number of Years Up 18
Number of Years Down 6
Best 1Y Total Return (Apr 15, 2025) 72.99%
Worst 1Y Total Return (Apr 15, 2025) --
Best 3Y Total Return 72.99%
Worst 3Y Total Return -5.29%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TGWFX
Category
YTD
-10.79%
12.38%
1-Month
-10.99%
5.09%
3-Month
-10.79%
10.28%
1-Year
11.20%
41.70%
3-Year
4.88%
22.56%
5-Year
14.81%
21.98%
10-Year
12.74%
15.99%
Last Bull Market
37.29%
25.99%
Last Bear Market
-31.31%
-17.29%

Annual Total Return (%) History

Year
TGWFX
Category
2025
--
--
2024
36.97%
--
2023
43.40%
--
2022
-46.01%
--
2021
9.74%
--
2020
72.99%
35.86%
2019
34.27%
31.90%
2018
-0.47%
-2.09%

2017
32.49%
27.67%
2016
0.75%
3.23%
2015
8.89%
3.60%
2014
10.46%
10.00%
2013
35.00%
33.92%
2012
14.76%
15.34%
2011
-2.12%
-2.46%
2010
16.44%
15.53%
2009
35.06%
35.68%
2008
-40.04%
-40.67%
2007
11.93%
13.35%
2006
3.91%
7.05%
2005
7.00%
6.71%
2004
7.36%
7.81%
2003
26.11%
28.66%
2002
-23.73%
-27.64%
2001
-20.40%
-22.30%
2000
--
-13.05%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -10.79% -- -- --
2024 9.89% -0.94% 8.77% 15.69%
2023 15.04% 12.65% -5.42% 17.00%
2022 -17.99% -31.31% 0.35% -4.50%
2021 -0.46% 12.16% -1.96% 0.26%
2020 -9.98% 43.50% 17.32% 14.15%
2019 17.60% 4.21% -0.70% 10.34%
2018 3.62% 6.62% 7.73% -16.37%
2017 10.12% 5.32% 6.37% 7.38%
2016 -3.06% 0.12% 5.51% -1.61%

2015 5.14% 1.61% -5.25% 7.58%
2014 0.33% 3.80% 1.52% 4.47%
2013 7.73% 3.18% 9.36% 11.06%
2012 18.59% -6.54% 5.80% -2.13%
2011 4.86% 1.72% -15.32% 8.37%
2010 4.90% -12.00% 12.14% 12.47%
2009 -6.56% 16.47% 15.25% 7.69%
2008 -12.26% 1.88% -13.01% -22.89%
2007 0.16% 5.05% 6.77% -0.37%
2006 2.61% -5.57% 2.50% 4.62%
2005 -4.49% 2.93% 6.10% 2.59%
2004 -0.15% 1.24% -4.45% 11.15%
2003 -0.32% 12.38% 3.15% 9.15%
2002 -2.24% -12.67% -13.81% 3.65%
2001 -19.71% 6.36% -16.94% 12.23%
2000 -11.83% -- -- --

Rank in Category (By Total Return)

YTD 80
1-Month 97
3-Month 80
1-Year 5
3-Year 88
5-Year 82

Load Adjusted Returns

1-Year 11.20%
3-Year 4.88%
5-Year 14.81%
10-Year 12.74%

Performance & Risk

YTD Return -12.39%
5y Average Return 12.23%
Rank in Category (ytd) 80
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.36
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Transamerica
Net Assets 304.56M
YTD Return -10.79%
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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