TWQAX Mutual Fund
TWQAX Mutual Fund
TWQAX Mutual Fund
Transamerica Large Cap Value Fund Class A
TWQAX Mutual Fund Overview
TWQAX Mutual Fund (Transamerica Large Cap Value Fund Class A) is managed by Transamerica with $190.5M in net assets. TWQAX expense ratio is 0.97%, holding 46 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2010-11-15.
TWQAX performance shows a YTD return of 11.24%. The 1-year return is 19.93% and the 5-year return is 13.08%. TWQAX dividend yield stands at 0.51%, paid quarterly.
TWQAX top holdings include Amazon.Com Inc (6.4%), Apple, Inc (5.7%), Microsoft Corp (5.4%), Jpmorgan Chase (3.8%), Exxonmobil Corp. (3.6%). Go to all TWQAX holdings, TWQAX sectors, or TWQAX dividends.
TWQAX can be compared against other funds. Use TWQAX overlap to find shared positions, or TWQAX vs another fund for a side-by-side view. TWQAX alternatives are available via the screener, along with tax-loss harvesting opportunities.