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Transamerica Large Core ESG Fund (TLATX)

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

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Schwab Institutional
  • H Beck Inc.
  • Schwab All (Retail, Instl, Retirement)
  • Schwab Retirement Only

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.

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

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

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