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

Nasdaq - Delayed Quote USD

Transamerica Large Value Opps R4 (TLOFX)

8.35
-0.12
(-1.42%)
At close: 8:02:17 PM EDT
Loading Chart for TLOFX
  • Previous Close 8.47
  • YTD Return 1.42%
  • Expense Ratio 0.75%
  • Category Large Value
  • Last Cap Gain 3.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 243.84M
  • Beta (5Y Monthly) 0.83
  • Yield 1.37%
  • 5y Average Return --
  • Holdings Turnover 111.00%
  • Last Dividend 0.04
  • Inception Date May 5, 2017

The fund normally invests at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in securities of large-cap value companies and other investments with similar economic characteristics. The fund manager considers large-cap value 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 MSCI USA Value Index.

Transamerica

Fund Family

Large Value

Fund Category

243.84M

Net Assets

2017-05-05

Inception Date

Performance Overview: TLOFX

View More

Trailing returns as of 4/8/2025. Category is Large Value.

YTD Return

TLOFX
1.42%
Category
4.44%
 

1-Year Return

TLOFX
8.45%
Category
14.37%
 

3-Year Return

TLOFX
7.77%
Category
6.04%
 

5-Year Return

TLOFX
16.71%
Category
9.20%
 

People Also Watch

Holdings: TLOFX

View More

Sector Weightings

SectorTLOFX
Healthcare   13.24%
Technology   11.54%
Industrials   10.91%
Energy   7.84%
Real Estate   4.82%
Utilities   2.61%

Recent News: TLOFX

View More

Research Reports: TLOFX

View More

Top Mutual Funds