Nasdaq - Delayed Quote USD
Transamerica Mid Cap Value Opps R4 (TOTFX)
9.73
-0.24
(-2.41%)
At close: 8:02:17 PM EDT
Investment Information
- Min Initial Investment
- 5,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Cetera Advisors LLC
- Cetera Advisor Networks LLC
- Pruco Securities, LLC
- Mid Atlantic Capital Corp
- Morgan Stanley - Brokerage Accounts
- Schwab Institutional
- Scottrade Load
- JPMorgan
- Merrill Lynch
- Vanguard
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- Fifth Third Securities, Inc.
- LPL SAM Eligible - 10.24.2024
- Fidelity Retail FundsNetwork
- Fidelity Retail FundsNetwork-NTF
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- Ameriprise Brokerage
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- RBC Wealth Management-Advisory Eligible
- Schwab Institutional Only
- Ameriprise SPS Advantage
- Vanguard NTF
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- WFA MF Advisory Updated 3.3.25
- RBC Wealth Management-Network Eligible
- Ameriprise Financial
- Thrivent – Advisory Eligible
- Pershing FundVest NTF
- Morgan Stanley Consulting Group Advisor
- Morgan Stanley Select UMA
- TD Ameritrade Retail
- TD Ameritrade Institutional
- ADP Access
- Mid Atlantic Capital Group
- HD Vest - Vest Advisor
- Securities America Advisors
- JP MORGAN NO-LOAD NTF
- JP MORGAN LOAD-WAIVED NTF
- JP MORGAN NTF
- JP MORGAN LOAD
- JP MORGAN NO-LOAD TRANSACTION FEE
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- MSWM Brokerage
- WFA Fdntl Choice/PIM Updated 3.3.25
- ADP Access Open Fund Architecture
- RBC Wealth Management-Wrap Eligible
- Waddell & Reed Choice MAP Flex
- H Beck Inc.
- Securities America Inc.
- Zhejiang Akcome New Energy Technology Co Ltd
- Vanguard TF
- Morgan Stanley Portfolio Management
- Cetera Financial Specialists LLC- Premier
- LPL SWM - 10.24.2024
- Schwab All (Retail, Instl, Retirement)
- Schwab Retirement Only
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- ADP Access Tier 2
- Lincoln Investment Planning
- Pershing Retirement Plan Network
- Ameriprise SPS Advisor
- Prudential Advisors Command
- HD Vest
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- ADP Advisor Access Tier 2
- LPL Brokerage Availability - November 2024
- Pruco Securities LLC -PruChoice Mutual Funds
- Pruco Securities LLC -PruUMA’s Mutual Funds
- Avantax
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
- Nylife Securities LLC
- NYLIFE Securities Mutual Fund Advantage Available
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in equity securities of mid cap companies. The sub-advisor considers mid cap companies to be those companies, at the time of purchase, with market capitalizations within the range of companies included in the Russell Midcap® Value Index.
Fund Overview
| Category | Mid-Cap Value |
| Fund Family | Transamerica |
| Net Assets | 1.07B |
| YTD Return | 2.14% |
| Yield | 1.31% |
| Morningstar Rating | |
| Inception Date | Mar 24, 2017 |
Performance & Risk
| YTD Return | -7.34% |
| 5y Average Return | 14.13% |
| Rank in Category (ytd) | 13 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.85 |
| Morningstar Risk Rating |
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