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TRDIX Transamerica Sustainable Equity Inc I2 Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), Broadcom Inc. (NASDAQ:AVGO), Home Depot (NYSE:HD), Merck & Co (NYSE:MRK), Cisco Systems (NASDAQ:CSCO), Gilead Sciences (NASDAQ:GILD), CME Group (NASDAQ:CME), Colgate-Palmolive Company (NYSE:CL).

Industry description

The investment seeks total return gained from the combination of dividend yield, growth of dividends and capital appreciation. The fund's sub-adviser deploys an active strategy that generally invests in large and middle U.S. capitalization companies, focusing on those that pay dividends and that the sub-adviser views as having a favorable sustainability profile. Under normal circumstances, the fund will invest at least 80% of its net assets in equity securities.

Market Cap

The average market capitalization across the Transamerica Sustainable Equity Inc I2 MF is 596.09B. The market cap for tickers in the group ranges from 60.23B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is RSG at 60.23B.

Volume

The average weekly volume growth across all stocks in the Transamerica Sustainable Equity Inc I2 MF was 65%. For the same stocks of the MF, the average monthly volume growth was 94% and the average quarterly volume growth was 99%

Fundamental Analysis Ratings

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

Valuation Rating: 61
P/E Growth Rating: 45
Price Growth Rating: 38
SMR Rating: 44
Profit Risk Rating: 20
Seasonality Score: 33 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category LargeValue

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

Correlation & Price change

A.I.dvisor indicates that over the last year, TRDIX has been closely correlated with VVIAX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if TRDIX jumps, then VVIAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TRDIX
1D Price
Change %
TRDIX100%
+0.78%
VVIAX - TRDIX
94%
Closely correlated
N/A
VIVIX - TRDIX
94%
Closely correlated
N/A
VIVAX - TRDIX
94%
Closely correlated
N/A
RMFEX - TRDIX
92%
Closely correlated
+0.47%
RMFCX - TRDIX
92%
Closely correlated
+0.46%
More