About TLARX
Transamerica Large Core ESG Fund Class R is a mutual fund designed to provide capital appreciation by investing primarily in large-cap U.S. equities. The fund employs an environmental, social, and governance (ESG) screening process, seeking companies with favorable ESG profiles while targeting core holdings across various sectors. As a large blend fund, its portfolio features a balanced mix of growth and value stocks, with notable allocations to major technology, financial, and consumer cyclical firms. The fund’s top holdings include prominent names like Microsoft, NVIDIA, Apple, Amazon.com, and JPMorgan Chase, reflecting an emphasis on innovation-driven and sector-leading enterprises. With approximately 80% or more of its assets typically invested in equities, the fund maintains broad market exposure and diversification, holding over 100 individual stocks. Designed for retirement and institutional investors, this share class aims to capture long-term market growth while integrating ESG considerations into the investment strategy. The fund’s role in the financial market centers on providing investors with a way to align their equity exposure with sustainability goals and responsible investing principles.
Fund Family Transamerica
Category Large Blend
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol TLARX
Share Class R
Index S&P 500 TR
TLARX had a total return of 16.96% in the past year, including dividends. Since the fund's
inception, the average annual return has been 27.07%.
