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Morningstar

Transamerica Small Cap Growth C CSGTX

Morningstar Medalist Rating
Medalist Rating as of | See Transamerica Investment Hub
  • NAV / 1-Day Return 4.90  /  +0.62 %
  • Total Assets 154.3 Mil
  • Adj. Expense Ratio
    2.130%
  • Expense Ratio 2.130%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 37%

USD | NAV as of May 24, 2024 | 1-Day Return as of May 24, 2024, 10:12 PM GMT+0

Morningstar’s Analysis CSGTX

Will CSGTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CSGTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CSGTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CSGTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Transamerica Small Cap Growth C's Average People Pillar and Process Pillar ratings are n't enough to prevent other weaknesses from sending this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CSGTX

More CSGTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Permian Resources Corp Class A

4.56 6.8 Mil
Energy

Texas Roadhouse Inc

3.98 6.0 Mil
Consumer Cyclical

Medpace Holdings Inc

3.80 5.7 Mil
Healthcare

LeMaitre Vascular Inc

3.26 4.9 Mil
Healthcare

Boot Barn Holdings Inc

2.90 4.3 Mil
Consumer Cyclical

The AZEK Co Inc Class A

2.85 4.3 Mil
Industrials

Casella Waste Systems Inc Class A

2.80 4.2 Mil
Industrials

Pegasystems Inc

2.62 3.9 Mil
Technology

Fixed Inc Clearing Corp.Repo

2.57 3.8 Mil
Cash and Equivalents

Qualys Inc

2.53 3.8 Mil
Technology