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Transamerica Large Value Opportunities Class R4: (MF: TLOFX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$9.18 USD
+0.12 (1.33%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 1.41 | 11 |
| 3 months | 1.41 | 11 |
| 6 months | 0.83 | 10 |
| 1 Year | 8.45 | 9 |
| 3 Year | 7.78 | 33 |
| 5 Year | 16.73 | 43 |
| 10 Year | 7.87 | 74 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 108.78 |
| Bear Market (10/07 - 2/09) | -57.29 |
| Bull Market (2/09 - 3/21) | 571.81 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 8.45 |
| 5 Year | 16.72 |
| 10 Year | 7.87 |
| Since Inception | 6.54 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.41 | NA | NA | NA |
| 2024 | 10.84 | -0.65 | 8.26 | -0.57 |
| 2023 | -0.13 | 1.84 | -1.24 | 7.49 |
| 2022 | -0.38 | -10.71 | -4.89 | 13.59 |
| 2021 | 11.81 | 5.02 | -0.09 | 9.65 |
| 2020 | -26.81 | 14.82 | 3.77 | 13.35 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 1.41 | 18.53 | 7.97 | -3.91 | 28.63 | -1.14 | 23.18 | -8.80 | 13.27 | 9.13 | -0.68 |
| % Total Return Rel to Index | 5.68 | -6.49 | -18.27 | 14.29 | -0.04 | -19.54 | -8.30 | -4.40 | -8.52 | -2.79 | -2.07 |
| % Total Return Rel to Peer | 6.44 | -0.86 | -15.02 | 15.78 | 6.57 | -21.06 | -5.23 | -1.93 | -7.40 | 1.32 | 0.91 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 1.00 | 1.00 | 5.00 | 5.00 | 4.00 | 5.00 | 3.00 | 3.00 |
| % Dividends | 0.04 | 0.15 | 0.16 | 0.17 | 0.17 | 0.19 | 0.19 | 0.16 | 0.11 | 0.16 | 0.11 |
| % Yield | 0.41 | 1.31 | 1.26 | 1.67 | 1.41 | 1.92 | 1.93 | 1.61 | 1.01 | 1.58 | 1.20 |
| Capital Gains ($) | 0.00 | 2.04 | 0.00 | 0.61 | 1.61 | 0.00 | 0.05 | 1.71 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 0.75 | 0.75 | 0.75 | 0.74 | 0.75 | 0.74 | 0.74 | 0.74 | 0.74 | 0.75 |
* 1 = Top 20%, 5 = Bottom 20%