Transamerica Large Cap Fund Fundamentals

TWQCX Fund  USD 14.00  0.17  1.23%   
Transamerica Large Cap fundamentals help investors to digest information that contributes to Transamerica Large's financial success or failures. It also enables traders to predict the movement of Transamerica Mutual Fund. The fundamental analysis module provides a way to measure Transamerica Large's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Transamerica Large mutual fund.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Transamerica Year To Date Return Analysis

Transamerica Large's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.

YTD Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Year To Date Return | All Equity Analysis

Current Transamerica Large Year To Date Return

    
  10.40 %  
Most of Transamerica Large's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Transamerica Large Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Competition

Transamerica Large Year To Date Return Component Assessment

Based on the company's disclosures, Transamerica Large Cap has a Year To Date Return of 10.3974%. This is 111.76% higher than that of the Transamerica family and significantly higher than that of the Large Value category. The year to date return for all United States funds is notably lower than that of the firm.

Transamerica Large Cap Fundamental Drivers 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 third largest fund in annual yield among similar funds. It is rated third largest fund in five year return among similar funds reporting about  4,254  of Five Year Return per Annual Yield. . 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 Equity Positions Weight Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Transamerica Large's direct or indirect competition against its Equity Positions Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Transamerica Large could also be used in its relative valuation, which is a method of valuing Transamerica Large by comparing valuation metrics of similar companies.
Transamerica Large is currently under evaluation in equity positions weight among similar funds.

Fund Asset Allocation for Transamerica Large

The fund consists of 97.96% investments in stocks, with the rest of investments allocated between different money market instruments.
Asset allocation divides Transamerica Large's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.

Transamerica Fundamentals

About Transamerica Large Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Transamerica Large Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Transamerica Large using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Transamerica Large Cap based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Transamerica Large in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Transamerica Large's short interest history, or implied volatility extrapolated from Transamerica Large options trading.

Currently Active Assets on Macroaxis

Check out Transamerica Large Piotroski F Score and Transamerica Large Altman Z Score analysis.
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 Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.

Complementary Tools for Transamerica Mutual Fund analysis

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.