TWQIX Mutual Fund
TWQIX Mutual Fund
TWQIX Mutual Fund
Transamerica Large Cap Value Fund Class I
TWQIX Mutual Fund Overview
TWQIX Mutual Fund (Transamerica Large Cap Value Fund Class I) is managed by Transamerica with $629.6M in net assets. TWQIX expense ratio is 0.63%, holding 46 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2010-11-15.
TWQIX performance shows a YTD return of 11.50%. The 1-year return is 20.21% and the 5-year return is 13.51%. TWQIX dividend yield stands at 0.71%, paid quarterly.
TWQIX 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 TWQIX holdings, TWQIX sectors, or TWQIX dividends.
TWQIX can be compared against other funds. Use TWQIX overlap to find shared positions, or TWQIX vs another fund for a side-by-side view. TWQIX alternatives are available via the screener, along with tax-loss harvesting opportunities.