Morningstar

Transamerica Mid Cap Value Opportunities R TOTRX

Medalist Rating as of Aug 31, 2026 See Transamerica Investment Hub

Strategy

The investment seeks to provide investors with long term capital growth. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in equity securities of mid cap companies. The sub-advisor considers mid cap companies to be those companies, at the time of purchase, with market capitalizations within the range of companies included in the Russell Midcap® Value Index.

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
IAAEX	Transamerica Mid Cap Value Opportunities I2	Institutional	Open			Apr 30, 2014	$85.17M	0.750%	Below Average	$0	−$2.61M
MVTIX	Transamerica Mid Cap Value Opportunities I	Institutional	Open			Apr 30, 2014	$422.76M	0.850%	Average	$1M	−$214.27M
TOTTX	Transamerica Mid Cap Value Opportunities I3	Institutional	Open			Apr 30, 2014	$38.68M	0.750%	Below Average	$0	−$13.31M
MCVAX	Transamerica Mid Cap Value Opportunities A	Front Load	Open			Apr 30, 2014	$20.76M	1.180%	Average	$1,000	−$4.56M
MCVCX	Transamerica Mid Cap Value Opportunities C	Level Load	Open			Apr 30, 2014	$6.42M	1.870%	Average	$1,000	−$3.21M
MVTRX	Transamerica Mid Cap Value Opportunities R6	Retirement, Large	Open			Jul 25, 2016	$103.15M	0.750%	Average	$0	−$37.86M
TOTRX	Transamerica Mid Cap Value Opportunities R	Retirement, Medium	Open			Mar 24, 2017	$31.01M	1.240%	Average	$0	−$5.36M
TOTFX	Transamerica Mid Cap Value Opportunities R4	Retirement, Medium	Open			Mar 24, 2017	$13.17M	0.900%	Low	$5,000	−$12.43M

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