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Morningstar

Transamerica Small Cap Growth R6 RTSGX

Morningstar Medalist Rating
Medalist Rating as of | See Transamerica Investment Hub
  • NAV / 1-Day Return 6.60  /  +0.76 %
  • Total Assets 151.0 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 37%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:18 PM GMT+0

Morningstar’s Analysis RTSGX

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

  • People Pillar

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

Transamerica Small Cap Growth R6's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings RTSGX

More RTSGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Permian Resources Corp Class A

4.46 7.3 Mil
Energy

Medpace Holdings Inc

3.66 6.0 Mil
Healthcare

Texas Roadhouse Inc

3.54 5.8 Mil
Consumer Cyclical

LeMaitre Vascular Inc

3.09 5.1 Mil
Healthcare

The AZEK Co Inc Class A

2.90 4.8 Mil
Industrials

Casella Waste Systems Inc Class A

2.84 4.6 Mil
Industrials

Saia Inc

2.68 4.4 Mil
Industrials

Pegasystems Inc

2.64 4.3 Mil
Technology

SiteOne Landscape Supply Inc

2.57 4.2 Mil
Industrials

Chemed Corp

2.57 4.2 Mil
Healthcare