IIVAX – Fund Analysis – Transamerica Small/Mid Cap Value A | Morningstar

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Will IIVAX outperform in future?

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

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Process Pillar

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

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

A solid subadvisor duo.

Associate Analyst Tony Thorn

Tony Thorn

Associate Analyst

Summary

The combination of two proven subadvisors earns Transamerica Small/Mid Cap Value Above Average People and Process ratings.

by Tony Thorn

Rated on Apr 5, 2024 Published on Apr 5, 2024

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