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TLARX Transamerica Large Core ESG R Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (null:MSFT), NVIDIA Corp (null:NVDA), Apple (null:AAPL), Amazon.com (null:AMZN), Alphabet (null:GOOGL), Meta Platforms (null:META), Broadcom Inc. (null:AVGO), VISA (null:V), JPMorgan Chase & Co (null:JPM).

Industry description

The investment seeks to provide capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in securities of large-cap companies that have an MSCI ESG rating of A or higher. The fund's managers consider large-cap companies to be the top approximately 1,000 companies by market capitalizations in the U.S. market.

Market Cap

The average market capitalization across the Transamerica Large Core ESG R MF is 1.76T. The market cap for tickers in the group ranges from 573.02B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is JPM at 573.02B.

Volume

The average weekly volume growth across all stocks in the Transamerica Large Core ESG R MF was -2%. For the same stocks of the MF, the average monthly volume growth was -4% and the average quarterly volume growth was -66%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 81
P/E Growth Rating: 62
Price Growth Rating: 28
SMR Rating: 30
Profit Risk Rating: 14
Seasonality Score: 31 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Transamerica Funds570 Carillon ParkwaySt Petersburg
Phone
N/A
Web
www.transamericafunds.com
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TLARX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, TLARX has been closely correlated with FXAIX. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if TLARX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TLARX
1D Price
Change %
TLARX100%
N/A
FXAIX - TLARX
86%
Closely correlated
+0.47%
VFFSX - TLARX
84%
Closely correlated
+0.47%
VFIAX - TLARX
84%
Closely correlated
+0.47%
VFINX - TLARX
84%
Closely correlated
+0.47%
VSTSX - TLARX
83%
Closely correlated
+0.54%
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