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Morningstar

Transamerica Mid Cap Growth I IMCGX

Morningstar Medalist Rating
Medalist Rating as of | See Transamerica Investment Hub
  • NAV / 1-Day Return 9.17  /  −0.43 %
  • Total Assets 228.6 Mil
  • Adj. Expense Ratio
    0.870%
  • Expense Ratio 0.870%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 75%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis IMCGX

Will IMCGX 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 IMCGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IMCGX 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 IMCGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Transamerica Mid Cap Growth I earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IMCGX

More IMCGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Gartner Inc

5.00 16.3 Mil
Technology

CDW Corp

4.80 15.7 Mil
Technology

BWX Technologies Inc

4.03 13.2 Mil
Industrials

Ross Stores Inc

3.88 12.7 Mil
Consumer Cyclical

Clean Harbors Inc

3.61 11.8 Mil
Industrials

PTC Inc

3.53 11.5 Mil
Technology

Ares Management Corp Ordinary Shares - Class A

3.33 10.9 Mil
Financial Services

Spotify Technology SA

3.23 10.5 Mil
Communication Services

Repligen Corp

3.17 10.4 Mil
Healthcare

Cheniere Energy Inc

3.11 10.2 Mil
Energy