TWQAX Mutual Fund
TWQAX Mutual Fund
Transamerica Large Cap Value Fund Class A
TWQAX Mutual Fund Overview
TWQAX Mutual Fund (Transamerica Large Cap Value Fund Class A) is managed by Transamerica with $189.1M in net assets. TWQAX expense ratio is 0.97%, holding 46 positions across sectors including Financials, Industrials, Unknown. Inception date: 2010-11-15.
TWQAX performance shows a YTD return of 7.75%. The 1-year return is 24.49% and the 5-year return is 10.69%. TWQAX dividend yield stands at 3.35%, paid quarterly.
TWQAX top holdings include 'alphabet Inc., Class 'a'' (4.0%), Micron Technology, Inc. (4.0%), Jp Morgan Chase & Co (3.6%), Exxon Mobil Corp (3.5%), Wells Fargo & Co (3.5%). View all TWQAX holdings, sector breakdown, or dividend history.
TWQAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. TWQAX alternatives are available via the screener, along with tax-loss harvesting opportunities.