Morningstar

Transamerica Small Cap Growth C CSGTX

Morningstar Medalist Rating
Medalist Rating as of | See Transamerica Investment Hub
  • NAV / 1-Day Return 3.57  /  −0.83 %
  • Total Assets 82.2M
  • 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 0.00
  • Turnover 47%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CSGTX

Will CSGTX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Transamerica Small Cap Growth C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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 32.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ligand Pharmaceuticals Inc

4.80 4M
Healthcare

PDF Solutions Inc

4.64 4M
Technology

UL Solutions Inc Class A common stock

3.38 3M
Industrials

Sterling Infrastructure Inc

3.14 3M
Industrials

MACOM Technology Solutions Holdings Inc

3.04 3M
Technology

SharkNinja Inc

2.91 3M
Consumer Cyclical

Solaris Energy Infrastructure Inc Class A

2.82 2M
Energy

Usd

2.59 2M
Cash and Equivalents

Casella Waste Systems Inc Class A

2.46 2M
Industrials

AAON Inc

2.43 2M
Industrials

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