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Transamerica Small/Mid Cap Value A IIVAX

Analyst rating as of
NAV / 1-Day Return
33.22  /  0.21 %
Total Assets
913.8 Mil
Adj. Expense Ratio
1.310%
Expense Ratio
1.310%
Fee Level
High
Longest Manager Tenure
10.59 years
Category
Mid-Cap Value
Investment Style
Mid Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.41%
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.

A promising subadvisor duo despite recent struggles.

Associate Director

Summary

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A solid subadvisor duo earns Transamerica Small-Mid Value a Morningstar Analyst Rating of Bronze for its cheapest share classes. Pricier shares get Neutral.

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