About TGWRX
The Transamerica Large Growth Fund Class R is an actively managed mutual fund that pursues a strategy of capital appreciation by investing primarily in large-cap U.S. companies with significant growth potential. Designed for retirement plans and individual participants, the fund focuses on equities within the large growth category, meaning it targets businesses that are expected to deliver above-average earnings and revenue expansion. Notable sectors represented in the portfolio include technology, consumer cyclical, and communication services, with top holdings such as Tesla, Cloudflare, NVIDIA, Apple, and Microsoft. The fund generally allocates a substantial portion of its assets to its ten largest positions, reflecting a concentrated approach that seeks to capture strong performance from industry leaders. Managed by experienced professionals, the fund is distinguished by its higher expense ratio and annual distribution frequency. Since its launch in 2017, the Transamerica Large Growth Fund Class R has played a role in providing growth-oriented equity exposure for retirement-focused investors, emphasizing long-term appreciation within the U.S. equity market.
Fund Family Transamerica
Category Multi-Cap Growth
Performance Rating Below Average
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol TGWRX
Share Class R
Index Russell 1000 Growth TR
TGWRX had a total return of -0.26% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.55%.
