Nasdaq - Delayed Quote USD

Transamerica Mid Cap Value Opps C (MCVCX)

10.79 +0.03 (+0.28%)
At close: 8:05 AM EDT

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.

Transamerica Mid Cap Value Opps C

St Petersburg FL 33716
570 Carillon Parkway

Fund Overview

Category Mid-Cap Value
Fund Family Transamerica
Net Assets 1.45B
YTD Return 6.54%
Yield 0.00%
Morningstar Rating
Inception Date Apr 30, 2014

Fund Operations

Last Dividend 0.01
Last Cap Gain 7.00
Holdings Turnover 44.00%
Average for Category --

Fees & Expenses

Expense MCVCX Category Average
Annual Report Expense Ratio (net) 1.20% 1.01%
Prospectus Net Expense Ratio 1.20% --
Prospectus Gross Expense Ratio 1.21% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.38%
Max Deferred Sales Load -- 1.14%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Mr. Creager is a graduate of Western Kentucky University, BS and Hofstra University, MBA. Previously, he was employed as a buyside analyst at an insurance holding company and most recently as a sell-side analyst covering the Utilities/Energy Pipeline sector. He holds the Chartered Financial Analyst® designation.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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