Morningstar

Transamerica Small/Mid Cap Value Fund Class C IIVLX

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Morningstar’s Analysis IIVLX

Will IIVLX 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 IIVLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A double dose of discipline can see this strategy through a tough stretch.

Associate Analyst Indira Fisher

Indira Fisher

Associate Analyst

Summary

Transamerica Small/Mid Cap Value’s seasoned subadvisors and their differentiated approaches to value investing still make this strategy attractive despite recent performance challenges. Transamerica advises this multimanager small- and mid-cap strategy, maintaining roughly 60% of assets in the mid-cap portion and 40% in the small-cap segment. Both sleeves are run by strong, experienced subadvisors. Veteran investor Brett Hawkins of Thompson, Siegel & Walmsley has led the mid-cap sleeve since 2016, supported by his comanager Michael Creager. Tenured lead manager Ken Burgess of Systematic Financial Management has headed the small-cap sleeve since 2011, and he currently works alongside comanagers Ryan Wick and newly promoted Rick Plummer. Both subadvisor teams have extensive track records in their respective areas of expertise, successfully running their strategies in separate accounts for over 20 years.

by Indira Fisher
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