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Morningstar

Transamerica Mid Cap Growth C MGTCX

Morningstar Medalist Rating
Medalist Rating as of | See Transamerica Investment Hub
  • NAV / 1-Day Return 7.91  /  −2.35 %
  • Total Assets 316.1 Mil
  • Adj. Expense Ratio
    1.990%
  • Expense Ratio 1.990%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 75%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 11:44 PM GMT+0

Morningstar’s Analysis MGTCX

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

  • People Pillar

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

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

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 highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MGTCX

More MGTCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.3
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