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Benchmark SP 500  1,629   22.88  Index Moved Down -1.39% United States ...


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Transamerica quote and profile

 
 Companies |  Insiders  | Dashboard  
     
10.99
  
FUND
(0.16)  Macroaxis: -1.43 Down   1.43%  
Last 1 Month(s)
10.9911.35
 

Diversification Suggestion

Use Transamerica to protect against small markets fluctuations. The fund experiences somewhat bearish sentiment, but market may correct it shortly
Analyze Transamerica Large Cap Trend or Check current 30 days Transamerica correlation with market (S&P 500)
1 Month Beta 0.17  
Highest Price:  
Lowest Price:  
11.35  
10.99  
May 21 2013 
June 19 2013 
As returns on market increase, Transamerica returns are expected to increase less than the market. However during bear market, the loss on holding Transamerica will be expected to be smaller as well.
Transamerica Large Cap Growth A Small BetaTransamerica Large Cap Beta Legend
LCGAX United States NASDAQ
Transamerica Large Cap Growth A
Invesco
Large Growth
Benchmark S&P 500
Contact Number: 800. 959. 4246
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees1
Net Asset1.39 B
Last Dividend Paid0.02
 United States Russel   1.35 % Macroaxis: change 1.35 Moved Down  
 
 United States SP 500   1.39 % Macroaxis: change 1.39 Moved Down  
 
 thisRed LCGAX LCGAX agains markets  1.43 % Macroaxis: change 1.43 Moved Down  
 
 United States NYSE   1.53 % Macroaxis: change 1.53 Moved Down  
 
Compare to Competition Alpha & Beta   Get Advice

Transamerica Leadership

Eric Voss Fund Manager since June 24, 2010, CFA
Mark Stoeckle Fund Manager since April 29, 2012, MBA
Jeffrey Bray Fund Manager since February 28, 2013

Transamerica Price and Market Media

The median price of Transamerica for the period between Tue, May 21, 2013 and Thu, Jun 20, 2013 is 11.21 with a coefficient of variation of 1.04. The daily time series for the period is distributed with a sample standard deviation of 0.12, arithmetic mean of 11.18, and mean deviation of 0.09. The Fund did not receive any noticable media coverage during the period.
Transamerica         SP 500
Price Growth (%)
 
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Transamerica Summary

Transamerica Large Cap Growth A [LCGAX] is traded in USA and was established in February 28, 1999. The fund is listed under Large Growth category and is part of Invesco family. This fund now has accumulated 1.39 B in assets with minimum initial investment of 1 K. Transamerica Large Cap Growth A is currently producing year-to-date (YTD) return of 8.16%, while the total return for the last 3 years was 0.4%.

Fund Instrument Allocation for Transamerica

The fund invests 99.68% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash(0.32%).
Past Market
Over 30
Days
0
Out Of
100
 
Chance of
Less
Than
%
 
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Transamerica Research Report

Transamerica vs. AGTHX

Correlation analysis and fundamentals comparison between Transamerica Large Cap and American Funds Growth

Transamerica Asset Under Management

Transamerica Large Cap Growth A is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Large Growth category is currently estimated at about 1.17 Trillion. Transamerica adds roughly 1.39 Billion in net asset claiming only tiny portion of funds under Large Growth category.

Transamerica Fundamentals

Equity Positions Weight vs Year to Date Return
Cash Position Weight vs Price to Sales
Equity Positions Weight vs Last Dividend Paid
Net Asset vs Price to Sales

Transamerica vs Competition

Transamerica vs. American Funds Growth Fund of Amer A
Transamerica vs. American Funds Growth Fund of Amer F1
Transamerica vs. American Funds Growth Fund of Amer R3
Transamerica vs. American Funds Growth Fund of Amer R2
Transamerica vs. American Funds Growth Fund of Amer R6
Transamerica vs. American Funds Growth Fund of Amer R1
Transamerica vs. American Funds Growth Fund of Amer C
Transamerica vs. American Funds Growth Fund of Amer B
Transamerica vs. American Funds Growth Fund of Amer 529B
Transamerica vs. American Funds Growth Fund of Amer F2

Transamerica June 20 2013 Opportunity Range

Downside Deviation1.31
Information Ratio(0.29)
Maximum Drawdown2.67
Value At Risk(1.95)
Potential Upside0.905

 
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