Transamerica Small Financials
| TSLRX Fund | USD 6.78 0.10 1.50% |
Transamerica |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Transamerica Small Fund Summary
Transamerica Small competes with Aqr Large, Federated Mdt, Dodge Cox, Massmutual Select, and Qs Us. The funds sub-adviser, Systematic Financial Management, L.P. invests, under normal circumstances, at least 80 percent of the funds net assets in equity securities of small-capitalization companies. The fund manager generally considers a small-capitalization company to be a company with a market capitalization within the range of the Russell 2000 Index.Specialization | Small Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Transamerica Funds |
| Mutual Fund Family | Transamerica |
| Mutual Fund Category | Small Value |
| Benchmark | Dow Jones Industrial |
| Phone | 888 233 4339 |
| Currency | USD - US Dollar |
Transamerica Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Transamerica Small's current stock value. Our valuation model uses many indicators to compare Transamerica Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Transamerica Small competition to find correlations between indicators driving Transamerica Small's intrinsic value. More Info.Transamerica Small Cap is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 613.38 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Transamerica Small's earnings, one of the primary drivers of an investment's value.Transamerica Small Cap Systematic Risk
Transamerica Small's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Transamerica Small volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Transamerica Small Cap correlated with the market. If Beta is less than 0 Transamerica Small generally moves in the opposite direction as compared to the market. If Transamerica Small Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Transamerica Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Transamerica Small is generally in the same direction as the market. If Beta > 1 Transamerica Small moves generally in the same direction as, but more than the movement of the benchmark.
Transamerica Small November 22, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Transamerica Small help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Transamerica Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Transamerica Small Cap based on widely used predictive technical indicators. In general, we focus on analyzing Transamerica Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Transamerica Small's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9784 | |||
| Information Ratio | 0.0267 | |||
| Maximum Drawdown | 7.19 | |||
| Value At Risk | (1.55) | |||
| Potential Upside | 2.21 |
Other Information on Investing in Transamerica Mutual Fund
Transamerica Small financial ratios help investors to determine whether Transamerica Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Transamerica with respect to the benefits of owning Transamerica Small security.
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