TAEPX Rating, Research - Transamerica Wmc Diversified Gr P

Transamerica Wmc Diversified Gr P (taepx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 218

Threats + Weaknesses = 117

When strengths & opportunities substantially exceed threats & weaknesses an investment in the taepx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Transamerica Wmc Diversified Gr P (TAEPX) Description: TAEPX is a mutual fund, which is an investment that owns a basket of assets. The TAEPX mutual fund was provided by Transamerica and this investment vehicle derives the majority of its value from equity holdings (stocks). Transamericas mutual fund has a short management tenure and is in the average fund size classification. TAEPXs minimum initial investment amount is $1000 while the IRA minimum is $250. TAEPXs expense ratio is roughly 0%. The latest TAEPXs front end load was 0% and the back end load was 0%. The Transamerica Wmc Diversified Gr P (TAEPX) mutual fund falls under the large-cap growth category. TAEPX focuses its investments in USA and TAEPX is not affiliated with a particular industry or fund sector. The Transamerica Wmc Diversified Gr P (TAEPX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find TAEPXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of TAEPXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks total return. The fund normally invests primarily in value stocks (see stock research) of large-cap companies. It normally invests at least 80% of net assets in equity securities (see equity research) of large-cap companies. The fund primarily invests in dividend-paying stocks (see stock research). It may invest in convertible debt securities (including securities rated below investment grade) and real estate investment trusts for income. The fund may invest up to 25% of total assets in foreign securities.

Management Analysis Update

Performance Analysis Update