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Transamerica Small/Mid Cap Value A IIVAX

Analyst rating as of
NAV / 1-Day Return
29.38  /  0.14 %
Total Assets
792.4 Mil
Adj. Expense Ratio
1.310%
Expense Ratio
1.310%
Fee Level
Above Average
Longest Manager Tenure
9.93 years
Category
Mid-Cap Value
Investment Style
Small Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.48%
Turnover
65%
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Morningstar’s Analysis

Will IIVAX outperform in future?

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

The strategy’s solid subadvisor duo is building a track record.

Summary

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Transamerica Small-Mid Cap Value’s increasingly reliable subadvisor combination earns its two cheapest share classes a Morningstar Analyst upgrade to Bronze. High fees, however, keep the remaining shares at Neutral.

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