Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Transamerica Large Core ESG R (TLARX)

10.26
+0.87
+(9.27%)
At close: 8:02:16 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -15.27%
5y Average Return 13.46%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (Apr 8, 2025) 29.04%
Worst 1Y Total Return (Apr 8, 2025) --
Best 3Y Total Return 29.04%
Worst 3Y Total Return 7.22%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TLARX
Category
YTD
-4.53%
5.31%
1-Month
-5.47%
-4.19%
3-Month
-4.53%
3.90%
1-Year
4.47%
20.31%
3-Year
8.12%
6.48%
5-Year
17.77%
11.78%
10-Year
10.31%
10.96%
Last Bull Market
18.91%
25.56%
Last Bear Market
-15.78%
-15.11%

Annual Total Return (%) History

Year
TLARX
Category
2025
--
--
2024
21.99%
--
2023
25.46%
22.32%
2022
-17.03%
-16.96%
2021
29.04%
26.07%
2020
15.13%
15.83%
2019
26.46%
28.78%
2018
-7.08%
-6.27%

2017
--
20.44%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -4.53% -- -- --
2024 11.48% 2.67% 4.73% 1.77%
2023 7.47% 8.07% -2.96% 11.31%
2022 -4.09% -15.78% -4.57% 7.64%
2021 6.85% 8.27% 0.39% 11.11%
2020 -20.50% 20.75% 7.85% 11.20%
2019 12.38% 2.91% 0.68% 8.62%
2018 -1.11% 1.64% 7.09% -13.68%
2017 2.45% 5.19% 8.68% --

Rank in Category (By Total Return)

YTD 59
1-Month 39
3-Month 59
1-Year 71
3-Year 51
5-Year 49

Load Adjusted Returns

1-Year 4.47%
3-Year 8.12%
5-Year 17.77%
10-Year 10.31%

Performance & Risk

YTD Return -15.27%
5y Average Return 13.46%
Rank in Category (ytd) 59
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Transamerica
Net Assets 152.95M
YTD Return -4.53%
Yield 0.42%
Morningstar Rating
Inception Date Mar 01, 2023

Fund Summary

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.

Related Tickers