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Transamerica Small Cap Growth C CSGTX

Medalist Rating as of | See Transamerica Investment Hub
  • NAV / 1-Day Return 5.14  /  +0.59 %
  • Total Assets 163.3 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 Mar 29, 2024 | 1-Day Return as of Mar 29, 2024, 12:10 AM GMT+0

Morningstar’s Analysis CSGTX

Will CSGTX outperform in future?

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

Transamerica Small Cap Growth C's Average Process and People 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.

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Portfolio Holdings CSGTX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 31.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Permian Resources Corp Class A

4.45 7.6 Mil
Energy

Medpace Holdings Inc

3.68 6.3 Mil
Healthcare

Texas Roadhouse Inc

3.50 6.0 Mil
Consumer Cyclical

LeMaitre Vascular Inc

3.33 5.7 Mil
Healthcare

The AZEK Co Inc Class A

2.84 4.8 Mil
Industrials

Pegasystems Inc

2.71 4.6 Mil
Technology

Saia Inc

2.70 4.6 Mil
Industrials

Casella Waste Systems Inc Class A

2.64 4.5 Mil
Industrials

WNS (Holdings) Ltd ADR

2.63 4.5 Mil
Technology

Fixed Inc Clearing Corp.Repo

2.61 4.4 Mil
Cash and Equivalents