Transamerica Large Cap Value Fund Class I2 (TWQZX)

Overview

The company focuses on a fund specifically designed for investors looking to allocate their investments towards large cap companies. The fund's strategy is primarily centered around investing at least 80% of its net assets, in addition to any borrowings intended for investment purposes, into equity securities within this category. The determination of large cap companies is based on capitalizations that fall within the range of those featured in the Russell 1000® Index, providing a benchmark for the size and scale of businesses considered for investment. Holding typically between 35 and 50 positions, the fund aims for diversification across various industries and sectors, potentially mitigating risk while seeking growth through exposure to leading and substantial enterprises in the market.

Products and Services

• Equity Securities Investment

The fund predominantly invests in equity securities of large cap companies, which are defined as businesses with market capitalizations within the spectrum of those included in the Russell 1000® Index. This investment strategy is designed to engage with substantial and leading companies, balancing risk through diversification across a portfolio of 35 to 50 positions.

• Non-U.S. Securities Investment

Up to 20% of the fund's assets may be allocated towards non-U.S. securities, thereby offering investors an opportunity to diversify their investments internationally. This approach allows for potential growth in global markets and exposes the portfolio to a broader range of economic environments and opportunities beyond the United States.