TWQZX Mutual Fund

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, Industrials, Health Care. Inception date: 2010-11-15.

TWQZX performance shows a YTD return of 7.97%. The 1-year return is 24.94% and the 5-year return is 11.10%. TWQZX dividend yield stands at 3.60%, paid quarterly.

TWQZX 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%). 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.