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Transamerica Large Value Opportunities Class R4: (MF: TLOFX)

(NASDAQ Mutual Funds) As of Aug 9, 2024 08:00 PM ET

$10.74 USD

+0.03 (0.28%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2024

Total Return %* Percentile Rank Objective
YTD 10.11 50
3 months -0.65 55
6 months 10.11 50
1 Year 16.89 54
3 Year 7.76 30
5 Year 9.58 66
10 Year 7.57 78

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 108.78
Bear Market (10/07 - 2/09) -57.29
Bull Market (2/09 - 3/21) 498.30

Load Adjusted Returns as of Jun 30, 2024

1 Year 16.89
5 Year 9.58
10 Year 7.57
Since Inception 6.36

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 10.84 -0.65 NA NA
2023 -0.13 1.84 -1.24 7.49
2022 -0.38 -10.71 -4.89 13.60
2021 11.81 5.02 -0.09 9.65
2020 -26.81 14.82 3.77 13.35
2019 11.24 1.81 0.95 7.74

Annual Return

20242023202220212020201920182017201620152014
% Total Return 10.117.97-3.9028.63-1.1423.18-8.8013.279.13-0.689.53
% Total Return Rel to Index -5.19-18.2714.29-0.04-19.54-8.30-4.40-8.52-2.79-2.07-4.10
% Total Return Rel to Peer -0.55-15.0215.796.57-21.06-5.23-1.93-7.401.320.911.33
% Perf Quintile vs Peer* 0.005.001.001.005.005.004.005.003.003.003.00
% Dividends 0.070.160.170.170.190.190.160.110.160.110.08
% Yield 0.701.571.671.411.921.931.611.011.581.200.89
Capital Gains ($) 0.000.000.611.610.000.051.710.000.000.000.00
Expense Ratio 0.000.750.750.740.750.740.740.740.740.750.75

* 1 = Top 20%, 5 = Bottom 20%