Transamerica Large Cap Value Fund
Shareclass
Transamerica Large Cap Value I (TWQIX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Transamerica Large Cap Value Fund
FUND COVERAGE
# of holdings46
% of assets98%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
28 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Boston Scientific Corp2%$45.74M
- 2. Bank of America Corp2.32%$53.12M
- 3. Mondelez International Inc Class A1.4%$32.04M
- 4. JPMorgan Chase & Co4.19%$95.92M
- 5. Wells Fargo & Co3.63%$83.06M
- 6. PepsiCo Inc1.74%$39.8M
- 7. The Hartford Insurance Group Inc2.62%$59.94M
- 8. The Goldman Sachs Group Inc2.3%$52.67M
- 9. General Motors Co1.86%$42.61M
- 10. BlackRock Inc3.32%$75.99M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Martin Marietta Materials Inc2.2%$50.4M
- 2. Broadcom Inc1.65%$37.78M
- 3. CSX Corp2.12%$48.54M
- 4. Quanta Services Inc2%$45.67M
- 5. Parker Hannifin Corp2.35%$53.75M
- 6. Micron Technology Inc2.41%$55.14M
- 7. Fox Corp Class A2.28%$52.14M
- 8. Delta Air Lines Inc1.72%$39.41M
- 9. Intercontinental Exchange Inc2.57%$58.71M
- 10. Prologis Inc1.41%$32.34M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Transamerica Large Cap Value Fund
Totals
Holdings
Assets
Weight
Prisons
5
$271.33M
12%
Prisons high risk
1
$39.58M
1.73%
Private prisons
0
$0
0%
Borders
8
$403.26M
18%
Borders high risk
3
$131.88M
5.77%
Total
8
$403.26M
18%
Holdings — 8 flagged holdings
1.
Alphabet Inc Class A
:$75.19M
3.29%
2.
Amazon.com Inc
:$72.22M
3.16%
3.
RTX Corp
:$65.34M
2.86%
4.
General Motors Co
:$42.61M
1.86%
5.
Microsoft Corp
:$41.75M
1.83%
6.
Thermo Fisher Scientific Inc
:$39.62M
1.73%
7.
Motorola Solutions Inc
:$39.58M
1.73%
8.
Textron Inc
:$26.97M
1.18%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Transamerica Large Cap Value Fund TWQIX
Environment
Social
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