Morningstar

Transamerica Small Cap Growth R4 TSPFX

Morningstar Medalist Rating
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Medalist Rating as of See Transamerica Investment Hub
  • NAV / 1-Day Return $5.16  /  0.00
  • Fund Size $79.5M
  • Adjusted Expense Ratio 1.150%
  • Net Expense Ratio 1.150%
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Medium
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $5,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 47%
NAV and 1-Day Return as of

Morningstar’s Analysis TSPFX

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

  • People Pillar

    The People Pillar is our evaluation of the TSPFX 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 TSPFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Transamerica Small Cap Growth R4 holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings TSPFX

More TSPFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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2.95 2M
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UL Solutions Inc Class A common stock

2.75 2M
Industrials

Stevanato Group SpA

2.60 2M
Healthcare

HealthEquity Inc

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Healthcare

Excelerate Energy Inc Class A

2.47 2M
Energy

Warby Parker Inc Ordinary Shares - Class A

2.44 2M
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Solaris Energy Infrastructure Inc Class A

2.37 2M
Energy

Saia Inc

2.33 2M
Industrials

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