Transamerica Capital Growth Fund Quote
| TFOIX Fund | USD 37.91 0.52 1.39% |
PerformanceVery Weak
| Odds Of DistressLow
|
Transamerica Capital is trading at 37.91 as of the 23rd of March 2025; that is 1.39 percent increase since the beginning of the trading day. The fund's open price was 37.39. Transamerica Capital has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 23rd of December 2024 and ending today, the 23rd of March 2025. Click here to learn more.
The fund seeks long-term capital growth by investing primarily in established and emerging companies with capitalizations at the time of purchase within the range of companies included in the Russell 1000 Growth Index. It may invest up to 25 percent of its net assets in securities of foreign issuers, including issuers located in emerging market or developing countries, securities classified as ADRs, GDRs, ADSs or GDSs, foreign U.S. More on Transamerica Capital Growth
Moving together with Transamerica Mutual Fund
| 1.0 | ILLLX | Transamerica Capital | PairCorr |
| 0.79 | TWQAX | Transamerica Large Cap | PairCorr |
| 0.78 | TWQIX | Transamerica Large Cap | PairCorr |
| 0.8 | TWQCX | Transamerica Large Cap | PairCorr |
Moving against Transamerica Mutual Fund
Transamerica Mutual Fund Highlights
| Fund Concentration | Transamerica Funds, Large Growth Funds, Large Growth, Transamerica (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Transamerica Capital Growth [TFOIX] is traded in USA and was established 23rd of March 2025. Transamerica Capital is listed under Transamerica category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Transamerica family. This fund at this time has accumulated 1.53 B in assets with minimum initial investment of 1000 K. Transamerica Capital is currently producing year-to-date (YTD) return of 2.3%, while the total return for the last 3 years was 10.94%.
Check Transamerica Capital Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Transamerica Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Transamerica Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Transamerica Capital Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Transamerica Capital Growth Mutual Fund Constituents
| SNAP | Snap Inc | Stock | Communication Services | |
| ECL | Ecolab Inc | Stock | Materials | |
| DXCM | DexCom Inc | Stock | Health Care | |
| CVNA | Carvana Co | Stock | Consumer Discretionary | |
| UNP | Union Pacific | Stock | Industrials | |
| DASH | DoorDash, Class A | Stock | Consumer Discretionary | |
| MDB | MongoDB | Stock | Information Technology | |
| RPRX | Royalty Pharma Plc | Stock | Health Care |
Transamerica Capital Risk Profiles
| Mean Deviation | 1.68 | |||
| Standard Deviation | 2.2 | |||
| Variance | 4.82 | |||
| Risk Adjusted Performance | (0.06) |
Transamerica Capital Against Markets
Other Information on Investing in Transamerica Mutual Fund
Transamerica Capital 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 Capital security.
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