Mutual Funds - Profile

Transamerica Mid Cap Growth

US > Mid-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation through investing in mid-size U.S. companies.

The fund is sub-advised by Wellington Management Company LLP.

The investment process starts with a list of companies in the benchmark, the Russell Midcap Growth Index. The research team then narrows the universe to include companies that meet size, growth and quality of earnings and cash flows.

The research team then with the help of fundamental research identifies a list of companies with accelerating business momentum, improving quality metrics but lagging stock prices. The team then applies valuation measures and arrives at the More

Price

  • Last Close
  • $8.63
    -0.74
  • 52 Week HL
  • $15.7 - $8.63
  • Net Assets
  • $319.67 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Nov 30, -0001

Top 10 Holdings
Aug 02, 2021

Company Holding
Company Holding
Total 0%

Manager

  • Name
  • Timothy N. Manning
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
-14.6 % YTD

  • 3 Year
  • -21.04%
  • 5 Year
  • -10.72%
  • Best
  • 41.03%
    2019
  • Worst
  • -25.9%
    2021

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
TMITX -16%12%35%34%-6%24%6%-1%0%0%0%
S&P 500 -8%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -14.6% 0.7% -21.2% 19.2% -1.2% - - - - - -
Q2 - 6.5% 32.6% 7.6% 4.6% 4.1% - - - - -
Q3 - 0.2% 6.9% 0.4% 1.2% 3% - - - - -
Q4 - -31.1% 11.6% 7.8% -21.4% 5.4% - - - - -

Returns +
M

J F M A M J J A S O N D
2022 -14.6% - - - - - - - - - - -
2021 -1.1% 3.8% -1.9% 5.2% -4% 5.4% 1.6% 2.4% -3.7% 5.7% -6.5% -30.2%

Annual
Return

Index Comparison

Alpha

NAV