Transamerica Large Financials
| TWQCX Fund | USD 13.64 0.13 0.96% |
Transamerica |
Please note that past performance is not an indicator of the future performance of Transamerica Large, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Transamerica Large Fund Summary
Transamerica Large competes with Transamerica Emerging, Transamerica Capital, Transamerica, Transamerica Large, and Transamerica Emerging. Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities of large cap companies. The sub-adviser considers large cap companies to be companies with capitalizations within the range of companies included in the Russell 1000 Index. The fund typically holds between 35 and 50 positions. It will generally invest in companies across a variety of industries and sectors. The fund may invest up to 20 percent of its assets in non-U.S. securities.Specialization | Large Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Transamerica Funds |
| Mutual Fund Family | Transamerica |
| Mutual Fund Category | Large Value |
| Benchmark | NYSE Composite |
| Phone | 888 233 4339 |
| Currency | USD - US Dollar |
Transamerica Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Transamerica Large's current stock value. Our valuation model uses many indicators to compare Transamerica Large value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Transamerica Large competition to find correlations between indicators driving Transamerica Large's intrinsic value. More Info.Transamerica Large Cap is rated second largest fund in price to earning among similar funds. It is rated second largest fund in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Transamerica Large Cap is roughly 9.22 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Transamerica Large by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Transamerica Large's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Transamerica Large's earnings, one of the primary drivers of an investment's value.Transamerica Large Cap Systematic Risk
Transamerica Large's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Transamerica Large volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Transamerica Large Cap correlated with the market. If Beta is less than 0 Transamerica Large generally moves in the opposite direction as compared to the market. If Transamerica Large Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Transamerica Large Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Transamerica Large is generally in the same direction as the market. If Beta > 1 Transamerica Large moves generally in the same direction as, but more than the movement of the benchmark.
Transamerica Large May 6, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Transamerica Large help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Transamerica Large Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Transamerica Large Cap based on widely used predictive technical indicators. In general, we focus on analyzing Transamerica Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Transamerica Large's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7209 | |||
| Information Ratio | 0.0467 | |||
| Maximum Drawdown | 3.01 | |||
| Value At Risk | (1.07) | |||
| Potential Upside | 1.16 |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Transamerica Large Cap. 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 main economic indicators. Note that the Transamerica Large Cap 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 Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.