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.
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.