Transamerica Financial Financials
| IAAEX Fund | USD 12.44 0.06 0.48% |
Transamerica |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Transamerica Financial Fund Summary
Transamerica Financial competes with Vanguard Mid-cap, HUMANA, Barloworld, Morningstar Unconstrained, and Thrivent High. Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities of mid cap companies. The sub-advisor considers mid cap companies to be those companies, at the time of purchase, with market capitalizations within the range of companies included in the Russell Midcap Value Index.Specialization | Mid-Cap Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | Transamerica |
| Mutual Fund Category | Mid-Cap Value |
| Benchmark | Dow Jones Industrial |
| Currency | USD - US Dollar |
Transamerica Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Transamerica Financial's current stock value. Our valuation model uses many indicators to compare Transamerica Financial value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Transamerica Financial competition to find correlations between indicators driving Transamerica Financial's intrinsic value. More Info.Transamerica Financial Life is currently considered the top fund in annual yield among similar funds. It also is currently considered the top fund in net asset among similar funds making up about 144,398,613,333 of Net Asset per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Transamerica Financial's earnings, one of the primary drivers of an investment's value.Transamerica Financial Systematic Risk
Transamerica Financial's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Transamerica Financial volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Transamerica Financial correlated with the market. If Beta is less than 0 Transamerica Financial generally moves in the opposite direction as compared to the market. If Transamerica Financial Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Transamerica Financial is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Transamerica Financial is generally in the same direction as the market. If Beta > 1 Transamerica Financial moves generally in the same direction as, but more than the movement of the benchmark.
Transamerica Financial Thematic Clasifications
Transamerica Financial Life is part of Money Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds investing in financial sector. Funds or Etfs that invest most if their asset in companies from financial sector such as commercial banks, insurance companies, investment funds, and real estate
This theme covers Funds investing in financial sector. Funds or Etfs that invest most if their asset in companies from financial sector such as commercial banks, insurance companies, investment funds, and real estate. Get More Thematic Ideas
Transamerica Financial Life is currently considered the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Mid-Cap Value category is currently estimated at about 84.81 Billion. Transamerica Financial claims roughly 1.39 Billion in net asset contributing just under 2% to funds under Mid-Cap Value category.| Money Funds | View |
Transamerica Financial November 28, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Transamerica Financial help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Transamerica Financial Life. We use our internally-developed statistical techniques to arrive at the intrinsic value of Transamerica Financial Life based on widely used predictive technical indicators. In general, we focus on analyzing Transamerica Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Transamerica Financial's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.6306 | |||
| Information Ratio | (0.10) | |||
| Maximum Drawdown | 3.17 | |||
| Value At Risk | (0.98) | |||
| Potential Upside | 1.03 |
Other Information on Investing in Transamerica Mutual Fund
Transamerica Financial 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 Financial security.
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