Nasdaq - Delayed Quote USD

Transamerica Small/Mid Cap Value A (IIVAX)

25.88
-0.07
(-0.27%)
As of 8:09:20 AM EDT. Market Open.

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
10
Min Initial Investment, AIP
5
Min Subsequent Investment
500
Min Subsequent Investment, IRA
0.5
Min Subsequent Investment, AIP
0.5

Broker Availability

  • TradeStation Securities
  • RBC Wealth Management-Network Eligible
  • Securities America Inc.

Fund Summary

The fund normally invests at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in small- and mid-cap equity securities (U.S. equity securities, ADRs and foreign securities trading on U.S. markets). In the small-cap sleeve, the sub-adviser generally will invest in common stocks of companies with small capitalizations that are attractively valued and possess low price cash flow ratios or, in the case of certain financial stocks, low price/earnings ratios and/or low price/book ratios. The fund may invest up to 10% of its total assets in the securities of foreign issuers.

Fund Overview

Category Mid-Cap Value
Fund Family Transamerica
Net Assets 611.08M
YTD Return -5.57%
Yield 0.83%
Morningstar Rating
Inception Date Nov 11, 2002

Performance & Risk

YTD Return -0.31%
5y Average Return 15.71%
Rank in Category (ytd) 56
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

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