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Transamerica Large Core ESG R (TLARX)

10.15
-0.53
(-4.96%)
At close: 8:02:16 PM EDT
Loading Chart for TLARX
  • Previous Close 10.68
  • YTD Return 0.99%
  • Expense Ratio 1.03%
  • Category Large Blend
  • Last Cap Gain 37.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 163.04M
  • Beta (5Y Monthly) 0.98
  • Yield 0.36%
  • 5y Average Return --
  • Holdings Turnover 105.00%
  • Last Dividend 0.02
  • Inception Date Mar 1, 2023

Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in securities of large-cap companies that have an MSCI ESG rating of A or higher. The fund's managers consider large-cap companies to be the top approximately 1,000 companies by market capitalizations in the U.S. market.

Transamerica

Fund Family

Large Blend

Fund Category

163.04M

Net Assets

2023-03-01

Inception Date

Performance Overview: TLARX

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Trailing returns as of 4/2/2025. Category is Large Blend.

YTD Return

TLARX
0.99%
Category
5.31%
 

1-Year Return

TLARX
14.78%
Category
20.31%
 

3-Year Return

TLARX
11.37%
Category
6.48%
 

5-Year Return

TLARX
15.83%
Category
11.78%
 

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Holdings: TLARX

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Sector Weightings

SectorTLARX
Technology   33.40%
Healthcare   10.29%
Industrials   8.33%
Energy   4.32%
Real Estate   2.06%
Utilities   1.46%

Recent News: TLARX

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Research Reports: TLARX

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