Transamerica Five Year Return vs. Cash Position Weight
| TWMTX Fund | USD 128.47 0.63 0.49% |
For Transamerica profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Transamerica to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Transamerica Growth T utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Transamerica's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Transamerica Growth T over time as well as its relative position and ranking within its peers.
Transamerica |
Transamerica Growth Cash Position Weight vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Transamerica's current stock value. Our valuation model uses many indicators to compare Transamerica value to that of its competitors to determine the firm's financial worth. Transamerica Growth T is rated top fund in five year return among similar funds. It also is rated top fund in cash position weight among similar funds creating about 0.06 of Cash Position Weight per Five Year Return. The ratio of Five Year Return to Cash Position Weight for Transamerica Growth T is roughly 16.64 . 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's earnings, one of the primary drivers of an investment's value.Transamerica Cash Position Weight vs. Five Year Return
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Transamerica |
| = | 16.14 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Transamerica |
| = | 0.97 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Transamerica Cash Position Weight Comparison
Transamerica Growth is currently under evaluation in cash position weight among similar funds.
Transamerica Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Transamerica, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Transamerica will eventually generate negative long term returns. The profitability progress is the general direction of Transamerica's change in net profit over the period of time. It can combine multiple indicators of Transamerica, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund invests, under normal circumstances, at least 80 percent of its net assets in domestic common stocks. It invests primarily in common stocks of growth-oriented companies. Portfolio construction emphasizes stock specific risk while minimizing other sources of broad market risk. The goal is a portfolio whose relative performance is not dependent on the market environment. Consistent with the funds objective and other policies, the fund may invest to a lesser extent in derivatives, including futures, forwards, options and swaps.
Transamerica Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Transamerica. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Transamerica position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Transamerica's important profitability drivers and their relationship over time.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in Transamerica without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Fundamental AnalysisView fundamental data based on most recent published financial statements |
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Use Investing Themes to Complement your Transamerica position
In addition to having Transamerica in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Transportation
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Transportation theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Transportation Theme or any other thematic opportunities.
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Other Information on Investing in Transamerica Mutual Fund
To fully project Transamerica's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Transamerica Growth at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Transamerica's income statement, its balance sheet, and the statement of cash flows.
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