Transamerica US Growth

TRANSAMERICA FUNDS · 5 share classes

Actively managed U.S. equity fund
One fund, 5 share classes:TADAXTADCXTDEIXTWMTXTAGHX
$2.87B NAV
62 positions · as of 2026-04-30 · filed 2026-06-18

Fund classification

Classified from what the fund holds · as of 2026 Q2

Transamerica US Growth is an actively managed U.S. equity fund. 38% of TADAX’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 98% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Open-end fund

Fund profile

As filed in the prospectus · 2026 Q1

Seeks to maximize long-term growth.

Strategy · summarised

The fund is managed by Wellington Management Company LLP, which employs a bottom-up fundamental analysis approach to select growth-oriented common stocks from the Russell 1000 Growth and S&P 500 Growth indexes, focusing on companies with improving quality metrics, business momentum, and attractive relative valuations. The fund invests at least 80% of its net assets in domestic common stocks and may hold up to 20% in foreign securities. Because performance depends on the sub-adviser's security selection within a growth style framework, the fund's returns may diverge significantly from the overall equity market, particularly during periods when growth stocks underperform value stocks.

Expenses
0.67% 1.80%across 6 share classes
Share classExpense ratio
TADAX1.00%
TADCX1.80%
C0000807200.67%
TDEIX0.77%
TWMTX0.70%
TAGHX0.67%

Portfolio turnover 39.00% · as of 2026 Q1

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

100.06%
of net assets
Stocks99.45%
Cash & short-term0.60%

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Information Technology49.3%
Communication Services15.6%
Consumer Discretionary13.3%
Health Care6.1%
7 smaller15.7%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
38%of stock holdings in top-quartile growers
covering 98% of the fund’s equity
Earnings growth
44%of stock holdings in top-quartile growers
covering 88% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 9 new7 exited

Largest new: LHX, NDAQ, Fixed Income Clearing Corp., ISRG, W, RKT, SNOW, SNDK

Exited: CAT, CMG, V, Fixed Income Clearing Corp, ARES, Credo Technology Group Holding Ltd, Klarna Group PLC

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

Share class1-year3-year5-yearVolWorst fall
+30.53%+87.96%+65.97%18.31%-13.21%
+29.48%+83.43%+59.51%18.29%-13.32%
+30.91%+89.80%+68.75%18.32%-13.18%
+30.82%+89.27%+68.29%18.32%-13.19%
+30.91%+89.59%+68.40%18.34%-13.16%
+30.89%+89.75%18.32%-13.15%

These classes hold the same portfolio, so the 6.37pp spread over 3 years is the cost difference between them — roughly 2.12pp a year — not a difference in what they own.

Cumulative return· May 2023 – Apr 2026

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
NVIDIA CorpNVDA11.78%$338.27M
Alphabet IncGOOGL8.77%$251.75M
Apple IncAAPL8.47%$243.39M
Broadcom IncAVGO6.75%$193.97M
Amazon.com IncAMZN6.14%$176.38M
Microsoft CorpMSFT5.86%$168.23M
Meta Platforms IncMETA3.83%$109.90M
Eli Lilly & CoLLY3.22%$92.61M
Mastercard IncMA2.40%$68.78M
Netflix IncNFLX2.35%$67.59M
Showing 10 of 62Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-04-30 — not a live quote, and not what the fund paid.

Top 10 positions are 59.57% of net assets, top 25 79.32%, across 62 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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