Transamerica Large Core Fund Manager Performance Evaluation
| TLARX Fund | USD 11.37 0.10 0.89% |
The entity has a beta of 0.12, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Transamerica Large's returns are expected to increase less than the market. However, during the bear market, the loss of holding Transamerica Large is expected to be smaller as well.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Transamerica Large Core has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's basic indicators remain fairly strong which may send shares a bit higher in January 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio | 1.0800 |
Transamerica |
Transamerica Large Relative Risk vs. Return Landscape
If you would invest 1,334 in Transamerica Large Core on September 26, 2024 and sell it today you would lose (197.00) from holding Transamerica Large Core or give up 14.77% of portfolio value over 90 days. Transamerica Large Core is currently producing negative expected returns and takes up 2.3797% volatility of returns over 90 trading days. Put another way, 21% of traded mutual funds are less volatile than Transamerica, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Transamerica Large Current Valuation
Undervalued
Today
Please note that Transamerica Large's price fluctuation is not too volatile at this time. At this time, the fund appears to be undervalued. Transamerica Large Core has a current Real Value of $11.72 per share. The regular price of the fund is $11.37. We determine the value of Transamerica Large Core from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Transamerica Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Transamerica Mutual Fund. However, Transamerica Large's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 11.37 | Real 11.72 | Hype 11.37 |
The intrinsic value of Transamerica Large's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Transamerica Large's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Transamerica Large Core helps investors to forecast how Transamerica mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Transamerica Large more accurately as focusing exclusively on Transamerica Large's fundamentals will not take into account other important factors: Transamerica Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Transamerica Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Transamerica Large Core, and traders can use it to determine the average amount a Transamerica Large's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0933
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | TLARX |
Estimated Market Risk
| 2.38 actual daily | 21 79% of assets are more volatile |
Expected Return
| -0.22 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.09 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Transamerica Large is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Transamerica Large by adding Transamerica Large to a well-diversified portfolio.
Transamerica Large Fundamentals Growth
Transamerica Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Transamerica Large, and Transamerica Large fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Transamerica Mutual Fund performance.
| Total Asset | 161.78 M | ||||
About Transamerica Large Performance
Evaluating Transamerica Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Transamerica Large has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Transamerica Large has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of its net assets in securities of large-cap companies that have an MSCI ESG rating of A or higher. The funds managers consider large-cap companies to be the top approximately 1,000 companies by market capitalizations in the U.S. market.Things to note about Transamerica Large Core performance evaluation
Checking the ongoing alerts about Transamerica Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Transamerica Large Core help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Transamerica Large generated a negative expected return over the last 90 days | |
| The fund maintains 99.8% of its assets in stocks |
- Analyzing Transamerica Large's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Transamerica Large's stock is overvalued or undervalued compared to its peers.
- Examining Transamerica Large's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Transamerica Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Transamerica Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Transamerica Large's mutual fund. These opinions can provide insight into Transamerica Large's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Transamerica Mutual Fund
Transamerica Large financial ratios help investors to determine whether Transamerica Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Transamerica with respect to the benefits of owning Transamerica Large security.
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