Transamerica Mid Cap Growth I3 TMITX
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.
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Ticker
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
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Adjusted Expense Ratio
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Fee Level
Distribution
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Minimum Initial Investment
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1-Year Net Flow
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TMIFX
| Transamerica Mid Cap Growth R4 | No Load | Open | $38,959.00 | 0.950% | Average | $5,000 | −$367,448.72 | |||
TMITX
| Transamerica Mid Cap Growth I3 | Institutional | Open | $8.34M | 0.820% | Average | $0 | −$973,388.04 | |||
| — | Transamerica Mid Cap Growth I2 | Institutional | Open | $77.42M | 0.820% | Average | $0 | −$745,272.66 | |||
IMCGX
| Transamerica Mid Cap Growth I | Institutional | Open | $2.16M | 0.920% | Above Average | $1M | −$2.14M | |||
MCGAX
| Transamerica Mid Cap Growth A | Front Load | Open | $25.88M | 1.240% | Above Average | $1,000 | −$3.79M | |||
MGTCX
| Transamerica Mid Cap Growth C | Level Load | Open | $514,550.00 | 1.990% | Above Average | $1,000 | −$75,465.26 | |||
TAGFX
| Transamerica Mid Cap Growth R6 | Retirement, Large | Open | $3.02M | 0.820% | Above Average | $0 | −$7.83M | |||
TMIRX
| Transamerica Mid Cap Growth R | Retirement, Medium | Open | $9.50M | 1.350% | Average | $0 | −$843,677.35 |