Transamerica Large Cap Value Fund Class I (TWQIX)

Overview

The fund described focuses on investing primarily in equity securities of large-cap companies, primarily aligning its investments with the capitalization range of companies included in the Russell 1000® Index. It operates with a strategy that emphasizes diversity in its investment portfolio, encompassing a broad range of industries and sectors. With a typical holding of between 35 and 50 positions, the fund aims to balance its investments to optimize returns while managing risk. Additionally, it allows for up to 20% of its assets to be invested in non-U.S. securities, offering a mix of domestic and international exposure to investors.

Products and Services

• Equity Securities Investment

  Invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of large cap companies. This is mainly focused on firms with capitalizations within the range of those included in the Russell 1000® Index, indicating a preference for stable, high-capacity companies.

• Diverse Industry and Sector Investment

  The fund does not limit itself to a specific industry or sector, instead choosing to spread its investments across a variety of fields. This diversification strategy is designed to reduce risk and exploit potential opportunities in different market areas.

• Non-U.S. Securities Investment

  Up to 20% of the fund’s assets may be allocated to non-U.S. securities, allowing investors the chance to partake in the potential growth of foreign markets. This component of the fund's strategy adds an international dimension to the investment portfolio, potentially enhancing returns through exposure to global economies.