Morningstar

Transamerica Mid Cap Growth I3 TMITX

Morningstar Medalist Rating
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Medalist Rating as of See Transamerica Investment Hub
  • NAV / 1-Day Return $9.66  /  +2.22 %
  • Fund Size $136.1M
  • Adjusted Expense Ratio 0.820%
  • Net Expense Ratio 0.820%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 109%
NAV and 1-Day Return as of

Morningstar’s Analysis TMITX

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

  • People Pillar

    The People Pillar is our evaluation of the TMITX 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 TMITX’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 I3 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings TMITX

More TMITX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Snowflake Inc Ordinary Shares

5.57 8M
Technology

Targa Resources Corp

5.37 7M
Energy

W.W. Grainger Inc

4.33 6M
Industrials

Datadog Inc Class A

4.23 6M
Technology

Yum Brands Inc

4.04 5M
Consumer Cyclical

Clean Harbors Inc

3.98 5M
Industrials

Natera Inc

3.73 5M
Healthcare

Keysight Technologies Inc

3.59 5M
Technology

DexCom Inc

3.23 4M
Healthcare

Viking Holdings Ltd

3.15 4M
Consumer Cyclical

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