Morningstar

Transamerica Large Core ESG Fund Class R TLARX

Morningstar Medalist Rating
Medalist Rating as of | See Transamerica Investment Hub
  • NAV / 1-Day Return 12.78  /  +0.63 %
  • Total Assets 182.5M
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.15%
  • Turnover 110%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis TLARX

Will TLARX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TLARX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TLARX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TLARX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Transamerica Large Core ESG R holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings TLARX

More TLARX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.74 16M
Technology

Microsoft Corp

6.61 12M
Technology

Apple Inc

5.08 9M
Technology

Alphabet Inc Class A

3.26 6M
Communication Services

Broadcom Inc

2.97 5M
Technology

Amazon.com Inc

2.57 5M
Consumer Cyclical

JPMorgan Chase & Co

2.39 4M
Financial Services

Eli Lilly and Co

2.01 4M
Healthcare

Visa Inc Class A

1.90 3M
Financial Services

Alphabet Inc Class C

1.90 3M
Communication Services

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