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Transamerica Small/Mid Cap Value A IIVAX

Analyst rating as of
NAV / 1-Day Return
28.35  /  0.35 %
Total Assets
812.0 Mil
Adj. Expense Ratio
1.230%
Expense Ratio
1.230%
Fee Level
Above Average
Longest Manager Tenure
11.16 years
Category
Mid-Cap Value
Investment Style
Mid Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.06%
Turnover
53%
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Morningstar’s Analysis

Will IIVAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A solid subadvisor duo.

Associate Director

Summary

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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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