Transamerica Large Buy Hold or Sell Recommendation

TWQIX -- USA Fund  

USD 10.88  0.15  1.40%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding Transamerica Large Cap Value Cl is 'Strong Hold'. Macroaxis provides Transamerica Large buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding TWQIX positions. The advice algorithm takes into account all of Transamerica Large Cap available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from TWQIX buy-and-hold prospective. Also please take a look at Transamerica Large Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool.

Time Horizon

Risk Tolerance

Symbol
Execute Advice
Sell Transamerica LargeBuy Transamerica Large
Strong Hold

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Not Available
For the selected time horizon Transamerica Large Cap Value Cl has a risk adjusted performance of (0.039727), jensen alpha of (0.036675), total risk alpha of (0.034154), sortino ratio of 0.0 and treynor ratio of (0.06)
Our advice tool can be used to cross verify current analyst consensus on Transamerica Large and to analyze the entity potential to grow in the current economic cycle. Use Transamerica Large Price to Sales and Net Asset to make sure your buy or sell decision on Transamerica Large Cap is adequate.

Transamerica Large Trading Alerts and Improvement Suggestions

Transamerica Large generates negative expected return over the last 30 days
On September 25, 2019 Transamerica Large paid $ 0.056 per share dividend to its current shareholders
Latest headline from MacroaxisInsider: Sale by Walton Alice L of 277013 shares of Walmart
The fund maintains 96.47% of its assets in stocks

Transamerica Large Returns Distribution Density

Mean Return0.05Value At Risk1.99
Potential Upside1.56Standard Deviation1.14
 Return Density 
      Distribution 

Transamerica Large Greeks

α
Alpha over DOW
=0.04
β
Beta against DOW=1.05
σ
Overall volatility
=1.15
Ir
Information ratio =0.03

Transamerica Large Volatility Alert

Transamerica Large Cap Value Cl exhibits very low volatility with skewness of -0.68 and kurtosis of 0.16. However, we advise investors to further study Transamerica Large Cap Value Cl technical indicators to make sure all market info is available and is reliable.
    
 Better Than Average     
    
 Worse Than Average Compare Transamerica Large to competition

Transamerica Large Fundamental Vs Peers

FundamentalsTransamerica LargePeer Average
Price to Earning16.14 6.53 
Price to Book1.75 0.74 
Price to Sales1.62 0.61 
One Year Return0.31 4.15 
Three Year Return16.28 3.60 
Five Year Return14.06 3.24 
Net Asset1.99 B4.11 B
Minimum Initial Investment1000 K976.16 K
Last Dividend Paid0.060.65
Cash Position Weight3.53 10.61 
Equity Positions Weight96.47 63.90 
Search macroaxis.com