About IALAX
Transamerica Capital Growth Fund Class A is a mutual fund focused on achieving long-term capital appreciation by investing primarily in large-cap growth stocks. The fund typically allocates its capital to established and emerging companies with the potential for above-average growth, making it a representative of the large growth investment style. Its portfolio is notably concentrated, with approximately 63% of assets in the top ten holdings and significant exposure to the technology and consumer cyclical sectors, alongside communication services and select retail companies. Key holdings have included companies such as Tesla, Cloudflare, DoorDash, The Trade Desk, Shopify, and Affirm Holdings, reflecting a bias toward innovative and disruptive firms. The fund maintains a relatively low turnover rate, suggesting a long-term, conviction-driven approach. While the fund aims for capital appreciation rather than current income (yield is typically 0%), investors should be aware that its expense ratio is higher than average for its category, and its fee structure includes a front-end sales charge. Overall, Transamerica Capital Growth Fund Class A plays a role in offering investors access to high-growth equity opportunities, with an emphasis on technology-driven market leaders and emerging contenders.
Fund Family Transamerica
Category Multi-Cap Growth
Performance Rating Low
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol IALAX
Share Class A
Index Russell 1000 Growth TR
IALAX had a total return of -9.59% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.25%.
