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Transamerica Large Core ESG R (TLARX)

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

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.

Transamerica Large Core ESG R

St Petersburg FL 33716
570 Carillon Parkway

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 Operations

Last Dividend 0.02
Last Cap Gain 37.00
Holdings Turnover 105.00%
Average for Category --

Fees & Expenses

Expense TLARX Category Average
Annual Report Expense Ratio (net) 1.03% 0.78%
Prospectus Net Expense Ratio 1.03% --
Prospectus Gross Expense Ratio 1.03% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

SHEEDSA ALI, CFA Managing Director Portfolio Manager & Head of Quantitative Equity PineBridge Investments, New York Ms. Ali heads quantitative equity research efforts and has portfolio management responsibilities for Research Enhanced Strategies. Ms. Ali has been with the firm since 2005 as a Quantitative Researcher responsible for building, testing and implementing the research enhanced platform by quantifying the firm’s equity investment philosophy and research. She is also a key contributor to our firm wide Listed Equity Allocation calls and our cross asset class forum, Investment Strategy Meetings. Previously, she was a Consultant for the Financial Models Company working on equity and fixed income attribution models. She completed graduate coursework as part of Masters in Computational Finance from Carnegie Mellon University and has MS from Rensselaer Polytechnic Institute. Ms. Ali holds BSc in Mathematics and Computer Science from St. Francis College in India, an MBA from University of Hyderabad. Ms. Ali has been a quant conference speaker and is member of client advisory board for MSCI Barra. She is a CFA charterholder.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

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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