Morningstar

Transamerica Mid Cap Growth C MGTCX

Morningstar Medalist Rating
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Medalist Rating as of See Transamerica Investment Hub
  • NAV / 1-Day Return $6.92  /  +0.14 %
  • Fund Size $126.9M
  • Adjusted Expense Ratio 1.990%
  • Net Expense Ratio 1.990%
  • Fee Level: Distribution Above Average
  • Share Class Type Level Load
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 109%
NAV and 1-Day Return as of

Morningstar’s Analysis MGTCX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Transamerica Mid Cap Growth C 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
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Portfolio Holdings MGTCX

More MGTCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Snowflake Inc Ordinary Shares

5.89 8M
Technology

Targa Resources Corp

5.11 7M
Energy

Datadog Inc Class A

5.05 7M
Technology

Natera Inc

4.95 6M
Healthcare

W.W. Grainger Inc

4.25 6M
Industrials

Keysight Technologies Inc

4.19 5M
Technology

Clean Harbors Inc

4.05 5M
Industrials

Yum Brands Inc

3.72 5M
Consumer Cyclical

DexCom Inc

3.16 4M
Healthcare

Microchip Technology Inc

3.13 4M
Technology

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