Nasdaq - Delayed Quote USD

Transamerica Large Core ESG Fund (TLATX)

12.06 +0.13 (+1.09%)
At close: April 26 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 8.30%
5y Average Return 13.27%
Number of Years Up 4
Number of Years Down 2
Best 1Y Total Return (Apr 26, 2024) 29.72%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 29.72%
Worst 3Y Total Return 7.75%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TLATX
Category
YTD
11.62%
14.84%
1-Month
3.81%
1.65%
3-Month
11.62%
7.55%
1-Year
30.69%
40.47%
3-Year
12.45%
16.77%
5-Year
14.74%
16.15%
10-Year
11.97%
13.21%
Last Bull Market
40.50%
24.09%
Last Bear Market
-15.68%
-17.61%

Annual Total Return (%) History

Year
TLATX
Category
2024
--
--
2023
25.99%
--
2022
-16.61%
--
2021
29.72%
--
2020
15.65%
15.83%
2019
27.08%
28.78%
2018
-6.58%
-6.27%
2017
--
20.44%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 11.62% -- -- --
2023 7.61% 8.21% -2.93% 11.46%
2022 -3.98% -15.68% -4.44% 7.78%
2021 6.98% 8.42% 0.52% 11.27%
2020 -20.37% 20.78% 8.00% 11.34%
2019 12.40% 3.14% 0.80% 8.75%
2018 -0.98% 1.77% 7.22% -13.54%
2017 2.57% 5.33% 8.81% --

Rank in Category (By Total Return)

YTD 22
1-Month 25
3-Month 22
1-Year 24
3-Year 9
5-Year 32

Load Adjusted Returns

1-Year 30.69%
3-Year 12.45%
5-Year 14.74%
10-Year 11.97%

Performance & Risk

YTD Return 8.30%
5y Average Return 13.27%
Rank in Category (ytd) 22
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Transamerica
Net Assets 195.65M
YTD Return 11.62%
Yield 0.86%
Morningstar Rating
Inception Date Sep 11, 2000

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in securities of large-cap companies that have an MSCI ESG rating of A or higher. The fund's managers consider large-cap companies to be the top approximately 1,000 companies by market capitalizations in the U.S. market.

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