Transamerica Large Growth Fund Fundamentals
| TGWTX Fund | USD 12.05 0.03 0.25% |
Transamerica Large Growth 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.
Transamerica |
Transamerica Large Growth Mutual Fund 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.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Transamerica Large Year To Date Return | 6.28 % |
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 Growth 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.
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Based on the company's disclosures, Transamerica Large Growth has a Year To Date Return of 6.2765%. This is 27.83% higher than that of the Transamerica family and significantly higher than that of the Large Growth category. The year to date return for all United States funds is notably lower than that of the firm.
Transamerica Large Growth 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 Growth is rated third largest fund in year to date return among similar funds. It is rated second largest fund in one year return among similar funds reporting about 5.67 of One Year Return per Year To Date Return. 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 Year To Date Return 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 Year To Date Return 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 year to date return among similar funds.
Fund Asset Allocation for Transamerica Large
The fund consists of 96.88% 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
| Total Asset | 427.56 M | ||||
| Year To Date Return | 6.28 % | ||||
| One Year Return | 35.61 % | ||||
| Three Year Return | (4.89) % | ||||
| Five Year Return | 11.87 % | ||||
| Ten Year Return | 16.63 % | ||||
| Net Asset | 898.55 M | ||||
| Cash Position Weight | 3.12 % | ||||
| Equity Positions Weight | 96.88 % |
About Transamerica Large Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Transamerica Large Growth'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 Growth 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.The fund normally invests at least 80 percent of its net assets in equity securities of large cap companies and other investments with similar economic characteristics. The fund manager considers large cap companies to be companies with market capitalizations that, at the time of initial purchase, exceed the market capitalization of the smallest company included in the Russell 1000 Growth Index.
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Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Transamerica Large Growth. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in estimate. You can also try the Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.