Transamerica Small Cap Fund Manager Performance Evaluation
| TSPTX Fund | USD 5.61 0.10 1.75% |
The entity has a beta of 0.85, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Transamerica Small's returns are expected to increase less than the market. However, during the bear market, the loss of holding Transamerica Small is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Transamerica Small Cap are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Transamerica Small showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | Vanguard Funds, Others Are Issuing Capital Gains for 2025. This Is Gonna Hurt. - Barrons | 11/18/2025 |
Transamerica |
Transamerica Small Relative Risk vs. Return Landscape
If you would invest 471.00 in Transamerica Small Cap on October 28, 2025 and sell it today you would earn a total of 90.00 from holding Transamerica Small Cap or generate 19.11% return on investment over 90 days. Transamerica Small Cap is currently producing 0.3075% returns and takes up 2.1064% volatility of returns over 90 trading days. Put another way, 18% of traded mutual funds are less volatile than Transamerica, and 94% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Transamerica Small Current Valuation
Undervalued
Today
Please note that Transamerica Small's price fluctuation is somewhat reliable at this time. At this time, the fund appears to be undervalued. Transamerica Small Cap has a current Real Value of $5.94 per share. The regular price of the fund is $5.61. We determine the value of Transamerica Small Cap from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Transamerica Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Transamerica Mutual Fund. However, Transamerica Small's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 5.61 | Real 5.94 | Hype 5.61 | Naive 5.75 |
The intrinsic value of Transamerica Small's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Transamerica Small's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Transamerica Small Cap helps investors to forecast how Transamerica mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Transamerica Small more accurately as focusing exclusively on Transamerica Small's fundamentals will not take into account other important factors: Transamerica Small Target Price Odds to finish over Current Price
The tendency of Transamerica Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 5.61 | 90 days | 5.61 | about 8.54 |
Based on a normal probability distribution, the odds of Transamerica Small to move above the current price in 90 days from now is about 8.54 (This Transamerica Small Cap probability density function shows the probability of Transamerica Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Transamerica Small has a beta of 0.85. This usually implies Transamerica Small Cap market returns are sensitive to returns on the market. As the market goes up or down, Transamerica Small is expected to follow. Additionally Transamerica Small Cap has an alpha of 0.2392, implying that it can generate a 0.24 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Transamerica Small Price Density |
| Price |
Predictive Modules for Transamerica Small
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Transamerica Small Cap. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Transamerica Small's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Transamerica Small Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Transamerica Small is not an exception. The market had few large corrections towards the Transamerica Small's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Transamerica Small Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Transamerica Small within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.24 | |
β | Beta against Dow Jones | 0.85 | |
σ | Overall volatility | 0.46 | |
Ir | Information ratio | 0.11 |
Transamerica Small Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Transamerica Small for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Transamerica Small Cap can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.Transamerica Small Fundamentals Growth
Transamerica Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Transamerica Small, and Transamerica Small fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Transamerica Mutual Fund performance.
| Total Asset | 159.47 M | |||
About Transamerica Small Performance
Evaluating Transamerica Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Transamerica Small has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Transamerica Small has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of its net assets in stocks of small capitalization companies. The funds sub-adviser primarily focuses on seeking to identify high quality, high-growth small capitalization companies. It may invest in foreign securities through American Depositary Receipts , and generally will not invest more than 10 percent of fund assets in foreign securities.Things to note about Transamerica Small Cap performance evaluation
Checking the ongoing alerts about Transamerica Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Transamerica Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Transamerica Small's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Transamerica Small's mutual fund performance include:- Analyzing Transamerica Small's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Transamerica Small's stock is overvalued or undervalued compared to its peers.
- Examining Transamerica Small's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Transamerica Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Transamerica Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Transamerica Small's mutual fund. These opinions can provide insight into Transamerica Small's potential for growth and whether the stock is currently undervalued or overvalued.
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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