Transamerica Large Cap Value Fund
Shareclass
Transamerica Large Cap Value I (TWQIX)
Type
Open-end mutual fund
Manager
Gender equality score
57
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 143 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
28/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
1/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Transamerica Large Cap Value Fund TWQIX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Boston Scientific Corp2.58% of assets$55.4M invested
- 2. Bank of America Corp2.29% of assets$49.18M invested
- 3. JPMorgan Chase & Co4.5% of assets$96.62M invested
- 4. Wells Fargo & Co3.74% of assets$80.41M invested
- 5. PepsiCo Inc2.1% of assets$45.06M invested
- 6. Mondelez International Inc Class A1.59% of assets$34.13M invested
- 7. Hartford Insurance Group Inc2.83% of assets$60.86M invested
- 8. The Goldman Sachs Group Inc1.61% of assets$34.69M invested
- 9. General Motors Co1.66% of assets$35.57M invested
- 10. BlackRock Inc3.07% of assets$66.03M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Martin Marietta Materials Inc1.86% of assets$40.02M invested
- 2. Tyson Foods Inc Class A1.22% of assets$26.15M invested
- 3. Broadcom Inc1.49% of assets$31.96M invested
- 4. CSX Corp1.65% of assets$35.48M invested
- 5. Parker Hannifin Corp2.48% of assets$53.38M invested
- 6. Micron Technology Inc1.49% of assets$31.97M invested
- 7. Caterpillar Inc2.18% of assets$46.8M invested
- 8. Quanta Services Inc1.9% of assets$40.78M invested
- 9. Fox Corp Class A2.3% of assets$49.34M invested
- 10. Delta Air Lines Inc2.01% of assets$43.26M invested
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Financial performance
Performance data provided by
Find more financial data on TWQIX at Morningstar.com
Find more financial data on TWQIX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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