A solid subadvisor duo earns Transamerica Small-Mid Value a Morningstar Analyst Rating of Bronze for its cheapest share classes. Pricier shares get Neutral.
Transamerica Small/Mid Cap Value I2 TSMVX
NAV / 1-Day Return
33.93
/
0.80
%
Total Assets
934.3 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.840%
Expense Ratio
0.840%
Fee Level
Average
Longest Manager Tenure
10.13
years
Category
Mid-Cap Value
Investment Style
Mid ValueMin. Initial Investment
0
Status
Open
TTM Yield
0.72%
Turnover
65%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will TSMVX 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 TSMVX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the TSMVX 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 TSMVX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A promising subadvisor duo despite recent struggles.
