TWQZX Mutual Fund
TWQZX Mutual Fund
TWQZX Mutual Fund
Transamerica Large Cap Value Fund Class I2
TWQZX Mutual Fund Overview
TWQZX Mutual Fund (Transamerica Large Cap Value Fund Class I2) is managed by Transamerica with $1.80B in net assets. TWQZX expense ratio is 0.63%, holding 46 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2010-11-15.
TWQZX performance shows a YTD return of 11.53%. The 1-year return is 20.26% and the 5-year return is 13.49%. TWQZX dividend yield stands at 0.80%, paid quarterly.
TWQZX 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 TWQZX holdings, TWQZX sectors, or TWQZX dividends.
TWQZX can be compared against other funds. Use TWQZX overlap to find shared positions, or TWQZX vs another fund for a side-by-side view. TWQZX alternatives are available via the screener, along with tax-loss harvesting opportunities.