Transamerica Mid Cap Growth R4 TMIFX

Morningstar Medalist Rating

Strategy

The investment seeks long term capital appreciation. The fund normally invests primarily in stocks of medium sized companies which the fund’s sub-adviser, Wellington Management Company LLP (the “sub-adviser”), believes will earn high returns on invested capital, benefit from long term secular growth trends, and meet the sub-adviser’s long term valuation criteria. Under normal circumstances, the sub-adviser invests at least 80% of the fund’s net assets (plus the amount of borrowings, if any, for investment purposes) in securities of medium sized (or mid-cap) companies and other investments with similar economic characteristics.

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
TMIFX
Transamerica Mid Cap Growth R4No LoadOpen $38,959.000.950%Average$5,000−$367,448.72
TMITX
Transamerica Mid Cap Growth I3InstitutionalOpen $8.34M0.820%Average$0−$973,388.04
— Transamerica Mid Cap Growth I2InstitutionalOpen $77.42M0.820%Average$0−$745,272.66
IMCGX
Transamerica Mid Cap Growth IInstitutionalOpen $2.16M0.920%Above Average$1M−$2.14M
MCGAX
Transamerica Mid Cap Growth AFront LoadOpen $25.88M1.240%Above Average$1,000−$3.79M
MGTCX
Transamerica Mid Cap Growth CLevel LoadOpen $514,550.001.990%Above Average$1,000−$75,465.26
TAGFX
Transamerica Mid Cap Growth R6Retirement, LargeOpen $3.02M0.820%Above Average$0−$7.83M
TMIRX
Transamerica Mid Cap Growth RRetirement, MediumOpen $9.50M1.350%Average$0−$843,677.35

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