A solid subadvisor duo earns Transamerica Small-Mid Value a Morningstar Analyst Rating of Bronze for its cheapest share classes. Pricier shares get Neutral.
Will IIVLX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of IIVLX’s parent organization’s priorities and whether they’re in line with investors’ interests.