Morningstar

Transamerica Small Cap Growth I ISCGX

Morningstar Medalist Rating
Medalist Rating as of | See Transamerica Investment Hub
  • NAV / 1-Day Return 5.48  /  +0.18 %
  • Total Assets 83.2M
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.100%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 0.00
  • Turnover 47%

USD | NAV as of Jul 15, 2026 | 1-Day Return as of Jul 15, 2026, 12:11 AM GMT+0

Morningstar’s Analysis ISCGX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Transamerica Small Cap Growth I holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings ISCGX

More ISCGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ligand Pharmaceuticals Inc

3.73 3M
Healthcare

Saia Inc

3.64 3M
Industrials

Sterling Infrastructure Inc

3.63 3M
Industrials

UL Solutions Inc Class A common stock

3.49 3M
Industrials

PDF Solutions Inc

3.38 3M
Technology

MACOM Technology Solutions Holdings Inc

3.07 3M
Technology

AAON Inc

2.84 2M
Industrials

Solaris Energy Infrastructure Inc Class A

2.58 2M
Energy

SharkNinja Inc

2.46 2M
Consumer Cyclical

Oceaneering International Inc

2.39 2M
Energy

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