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Transamerica Large Core ESG Fund (TLARX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.450.00 (0.00%)
At close: 06:05PM EDT

Transamerica Large Core ESG Fund

St Petersburg FL 33716

570 Carillon Parkway

Transamerica Funds

Management information
,Lead manager since 31 August 2018
SHEEDSA ALI, CFA Managing Director Portfolio Manager & Head of Quantitative Equity PineBridge Investments, New York Ms. Ali heads quantitative equity research efforts and has portfolio management responsibilities for Research Enhanced Strategies. Ms. Ali has been with the firm since 2005 as a Quantitative Researcher responsible for building, testing and implementing the research enhanced platform by quantifying the firm’s equity investment philosophy and research. She is also a key contributor to our firm wide Listed Equity Allocation calls and our cross asset class forum, Investment Strategy Meetings. Previously, she was a Consultant for the Financial Models Company working on equity and fixed income attribution models. She completed graduate coursework as part of Masters in Computational Finance from Carnegie Mellon University and has MS from Rensselaer Polytechnic Institute. Ms. Ali holds BSc in Mathematics and Computer Science from St. Francis College in India, an MBA from University of Hyderabad. Ms. Ali has been a quant conference speaker and is member of client advisory board for MSCI Barra. She is a CFA charterholder.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Blend
Fund familyTransamerica
Net assets185.1M
YTD return6.46%
Yield0.47%
Morningstar rating★★★
Inception date10 Sept 2000

Fund operations

Last dividend0.01
Last cap gain25.00
Holdings turnover98.00%
Average for categoryN/A

Fees and expenses

ExpenseTLARXCategory average
Annual report expense ratio (net)1.08%0.78%
Prospectus net expense ratio1.08%N/A
Prospectus gross expense ratio1.08%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A