Transamerica Large Value Fund Quote

TLOFX Fund  USD 10.64  0.13  1.24%   

Performance

25 of 100

 
Low
 
High
Solid

Odds Of Distress

Less than 27

 
100  
 
Zero
Below Average
Transamerica Large is trading at 10.64 as of the 28th of March 2024; that is 1.24 percent up since the beginning of the trading day. The fund's open price was 10.51. Transamerica Large has about a 27 % chance of experiencing some form of financial distress in the next two years of operation and had a somewhat solid performance during the last 90 days. Equity ratings for Transamerica Large Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of April 2023 and ending today, the 28th of March 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets 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.. More on Transamerica Large Value

Moving together with Transamerica Mutual Fund

  0.8TEOJX Transamerica EmergingPairCorr
  0.79TEOIX Transamerica EmergingPairCorr
  0.78TEOOX Transamerica EmergingPairCorr
  0.9ICLAX Transamerica AssetPairCorr
  0.94ICLLX Transamerica AssetPairCorr
  0.76ILLLX Transamerica CapitalPairCorr
  0.94TWMTX Transamerica Us GrowthPairCorr

Transamerica Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Transamerica Large's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Transamerica Large or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationTransamerica Funds, Large Value Funds, Large Value, Transamerica, Large Value, Large Value (View all Sectors)
Update Date31st of March 2024
Transamerica Large Value [TLOFX] is traded in USA and was established 28th of March 2024. Transamerica Large is listed under Transamerica category by Fama And French industry classification. The fund is listed under Large Value category and is part of Transamerica family. This fund at this time has accumulated 642.35 M in assets with minimum initial investment of 5 K. Transamerica Large Value is currently producing year-to-date (YTD) return of 9.49% with the current yeild of 0.02%, while the total return for the last 3 years was 9.85%.
Check Transamerica Large Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Transamerica Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Transamerica Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Transamerica Large Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Transamerica Large Value Mutual Fund Constituents

PEPPepsiCoStockConsumer Staples
CMCSAComcast CorpStockCommunication Services
MSMorgan StanleyStockFinancials
UNPUnion PacificStockIndustrials
IBMInternational Business MachinesStockInformation Technology
MRKMerck CompanyStockHealth Care
VLOValero EnergyStockEnergy
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Transamerica Large Target Price Odds Analysis

Based on a normal probability distribution, the odds of Transamerica Large jumping above the current price in 90 days from now is about 1.95%. The Transamerica Large Value probability density function shows the probability of Transamerica Large mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Transamerica Large Value has a beta of -0.0699. This usually implies as returns on benchmark increase, returns on holding Transamerica Large are expected to decrease at a much lower rate. During the bear market, however, Transamerica Large Value is likely to outperform the market. Additionally, transamerica Large Value has an alpha of 0.1482, implying that it can generate a 0.15 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 10.64HorizonTargetOdds Above 10.64
98.01%90 days
 10.64 
1.95%
Based on a normal probability distribution, the odds of Transamerica Large to move above the current price in 90 days from now is about 1.95 (This Transamerica Large Value probability density function shows the probability of Transamerica Mutual Fund to fall within a particular range of prices over 90 days) .

Transamerica Large Value Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Transamerica Large market risk premium is the additional return an investor will receive from holding Transamerica Large long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Transamerica Large. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Transamerica Large's alpha and beta are two of the key measurements used to evaluate Transamerica Large's performance over the market, the standard measures of volatility play an important role as well.

Transamerica Large Against Markets

Picking the right benchmark for Transamerica Large mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Transamerica Large mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Transamerica Large is critical whether you are bullish or bearish towards Transamerica Large Value at a given time. Please also check how Transamerica Large's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Transamerica Large without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Transamerica Mutual Fund?

Before investing in Transamerica Large, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Transamerica Large. To buy Transamerica Large fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Transamerica Large. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Transamerica Large fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Transamerica Large Value fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Transamerica Large Value fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Transamerica Large Value, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Transamerica Large Value?

The danger of trading Transamerica Large Value is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Transamerica Large is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Transamerica Large. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Transamerica Large Value is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Transamerica Large Value. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in census.
Note that the Transamerica Large Value information on this page should be used as a complementary analysis to other Transamerica Large's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.

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When running Transamerica Large's price analysis, check to measure Transamerica Large's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Transamerica Large is operating at the current time. Most of Transamerica Large's value examination focuses on studying past and present price action to predict the probability of Transamerica Large's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Transamerica Large's price. Additionally, you may evaluate how the addition of Transamerica Large to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Transamerica Large's value and its price as these two are different measures arrived at by different means. Investors typically determine if Transamerica Large is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Transamerica Large's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.