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.
Will IIVAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IIVAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the IIVAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of IIVAX’s parent organization’s priorities and whether they’re in line with investors’ interests.