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Morningstar

Transamerica Small/Mid Cap Value I2 TSMVX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 28.93  /  0.91 %
  • Total Assets 812.0 Mil
  • Adj. Expense Ratio
    0.830%
  • Expense Ratio 0.820%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.94%
  • Turnover 44%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:27 PM GMT+00:00

Morningstar’s Analysis TSMVX

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 solid subadvisor duo.

Analyst

Summary

| by Anthony Thorn

Two experienced and capable subadvisors earn Transamerica Small/Mid Cap Value a Morningstar Analyst Rating of Bronze for its two cheapest share classes, with three pricier share classes at Neutral.

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