Nasdaq - Delayed Quote USD
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 29.04% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| TLARX | Category Average | TLARX | Category Average | TLARX | Category Average | |
| Alpha | -0.82 | -0.01 | -0.53 | -0.01 | -2.02 | -0.01 |
| BETA | 0.98 | 0.01 | 0.99 | 0.01 | 1.01 | 0.01 |
| Mean Annual Return | 0.77 | 0.01 | 1.49 | 0.01 | 0.92 | 0.01 |
| R-squared | 99.29 | 0.94 | 99.29 | 0.95 | 98.14 | 0.95 |
| Standard Deviation | 17.11 | 0.17 | 16.74 | 0.19 | 15.62 | 0.15 |
| Sharpe Ratio | 0.28 | 0 | 0.9 | 0.01 | 0.58 | 0.01 |
| Treynor Ratio | 3.56 | 0.03 | 15.17 | 0.1 | 8.29 | 0.1 |
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