Transamerica Small Cap Fund Quote
| TSLRX Fund | USD 4.84 0.04 0.83% |
PerformanceVery Weak
| Odds Of DistressLow
|
Transamerica Small is trading at 4.84 as of the 1st of March 2025; that is 0.83% up since the beginning of the trading day. The fund's open price was 4.8. Transamerica Small has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 11th of May 2023 and ending today, the 1st of March 2025. Click here to learn more.
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.. More on Transamerica Small Cap
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Transamerica Mutual Fund Highlights
| Fund Concentration | Transamerica Funds, Large Funds, Small Value Funds, Small Value, Transamerica (View all Sectors) |
| Update Date | 31st of December 2024 |
Transamerica Small Cap [TSLRX] is traded in USA and was established 1st of March 2025. Transamerica Small is listed under Transamerica category by Fama And French industry classification. The fund is listed under Small Value category and is part of Transamerica family. This fund at this time has accumulated 281.86 M in assets with no minimum investment requirementsTransamerica Small Cap is currently producing year-to-date (YTD) return of 0.2% with the current yeild of 0.01%, while the total return for the last 3 years was 2.48%.
Check Transamerica Small Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Transamerica Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Transamerica Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Transamerica Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Transamerica Small Cap Mutual Fund Constituents
| SF | Stifel Financial | Stock | Financials | |
| SANM | Sanmina | Stock | Information Technology | |
| MMSI | Merit Medical Systems | Stock | Health Care | |
| CNO | CNO Financial Group | Stock | Financials | |
| XHR | Xenia Hotels Resorts | Stock | Real Estate | |
| NSA | National Storage Affiliates | Stock | Real Estate | |
| MBUU | Malibu Boats | Stock | Consumer Discretionary | |
| XPER | Xperi Corp | Stock | Information Technology |
Transamerica Small Cap Risk Profiles
| Mean Deviation | 1.1 | |||
| Standard Deviation | 2.75 | |||
| Variance | 7.57 | |||
| Risk Adjusted Performance | (0.11) |
Transamerica Small Against Markets
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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