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Fund Intelligence | Best Managers | ITQAX Insights | ITQAX Score | ITQAX Performance | ITQAX Manager | ITQAX News | ITQAX Allocation | ITQAX Holdings Change

Mutual Fund Insights: Transamerica Equity A Fund (ITQAX)

In-depth Analysis of Transamerica Equity A Fund (ITQAX)

Mutual fund chart: Transamerica Equity A Fund (ITQAX)

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See Transamerica Equity A Fund (ITQAX) performance details as of January 31, 2010

  

    Last Trade: $8.53 on 3/17/2010, Change: +0.04 (0.47%)
Experiment our closing price forecasting tool for Transamerica Equity A Fund (ITQAX) (alpha release)

  

Fund Manager - Gary Rolle

Fund Manager Tenure: 10.0 years   [Similar Funds: ITQBX  ITQLX ]
Fundmojo Fund Grade: D (Score: 0.41)     (What does this score mean?)
Roll? manages institutional and retail portfolios in the large growth strategy. He joined Transamerica in 1967. From 1980 to 1983, he served as chief investment officer for SunAmerica then returned to Transamerica as chief investment officer. Throughout his 23-year tenure as CIO, he has been responsible for creating and guiding the TIM investment philosophy.  Get more insights on Gary Rolle

  

What we like about Transamerica Equity A Fund (ITQAX) What we like about Transamerica Equity A Fund (ITQAX)

Data for Transamerica Equity A Fund (ITQAX) as of January 31, 2010

  • Transamerica Equity A Fund (ITQAX) management has been with Transamerica Equity A Fund for 10.0 years
  • Transamerica Equity A Fund (ITQAX) ratio of up-years vs down years is greater than 2
  • Transamerica Equity A Fund (ITQAX) has an annual stock turnover rate of 53.00% vs Large Growth average of 109.93%. It is good that Transamerica Equity A management does not trade extensively for its return.

  

What we are cautious about Transamerica Equity A Fund (ITQAX) What we are cautious about Transamerica Equity A Fund (ITQAX)

Data for Transamerica Equity A Fund (ITQAX) as of January 31, 2010

  • Transamerica Equity A Fund is a focused fund with 46.71% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Transamerica Equity A Fund (ITQAX) has a less-than-ideal short-term performance (1-year return 34.36% vs 35.76% Large Growth category average)
  • Transamerica Equity A Fund (ITQAX) has a less-than-ideal mid-term performance (3-year return -8.54% vs -5.20% Large Growth category average)
  • Transamerica Equity A Fund (ITQAX) has a less-than-ideal Long-term performance (5-year return 0.26% vs 0.87% Large Growth category average)
  • Transamerica Equity A Fund (ITQAX) has a Morningstar rating of 3 and below
  • Transamerica Equity A Fund (ITQAX) is less safe compared to its Large Growth peers
  • Transamerica Equity A Fund (ITQAX) does not have a good risk adjusted return as its 3-year Alpha of -0.05 is worse than category average of 2.46, and its 3-year Sharpe ratio is -0.36
  • Transamerica Equity A Fund (ITQAX) is more volatile than its peers as it has a 3-year Standard Deviation of 22.95 that is higher than category average of 21.28
  • Transamerica Equity A Fund (ITQAX) has a higher management fee of 1.52% than its Large Growth average of 1.33%
  • Transamerica Equity A Fund (ITQAX) carries a 5.5% load
See Transamerica Equity A Fund (ITQAX) performance details as of January 31, 2010

  

  

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Transamerica Equity A Fund (ITQAX) Net Asset

Track net asset change of Transamerica Equity A fund (ITQAX)

DateNet Asset
01/2010$293.91M
11/2009$308.52M
10/2009$292.92M
More historic net asset information on Transamerica Equity A Fund (ITQAX)

  

Transamerica Equity A Fund (ITQAX) Portfolio Allocation

Track portfolio allocation change of Transamerica Equity A fund (ITQAX)

DateCashStockBondOther
09/20091.76%98.24%0%0%
06/20090.79%99.21%0%0%
03/20090%0%0%0%
Click here to see more historic asset allocation information on Transamerica Equity A Fund (ITQAX)

  

Most Recent Top 10 Holdings in Transamerica Equity A Fund (ITQAX)

Discover what Transamerica Equity A Fund (ITQAX) manager is buying

30-Sep-09
Apple Inc. [6.22%]
Amazon.com, Inc. [5.85%]
PRAXAIR INC [5.52%]
Google Inc. [5.26%]
QUALCOMM Incorporated [4.97%]
WELLS FARGO & CO NEW [4.24%]
Sigma-Aldrich Corporation [4.2%]
JOHNSON CONTROLS INC [4.06%]
The Charles Schwab Corporation [3.26%]
ECOLAB INC [3.13%]

30-Jun-09
Amazon.com, Inc. [6.67%]
Apple Inc. [6.61%]
Gilead Sciences, Inc. [5.66%]
QUALCOMM Incorporated [5.47%]
PRAXAIR INC [5.27%]
Google Inc. [4.87%]
Sigma-Aldrich Corporation [4.2%]
JOHNSON CONTROLS INC [3.89%]
WELLS FARGO & CO NEW [3.41%]
BECTON DICKINSON CO [3.41%]

31-Mar-09
Price/Earnings [0%]
N/A [0%]
N/A [0%]
Median Market Cap [0%]
N/A [0%]
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Click here for Stock Holding Change Map in Transamerica Equity A Fund (ITQAX)

  

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