Transamerica Smallmid Cap Fund Manager Performance Evaluation
| TSVIX Fund | USD 29.98 0.09 0.30% |
The entity has a beta of 0.92, which indicates possible diversification benefits within a given portfolio. Transamerica Small/mid returns are very sensitive to returns on the market. As the market goes up or down, Transamerica Small/mid is expected to follow.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Transamerica Smallmid Cap are ranked lower than 20 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Transamerica Small/mid showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of March 2025 | |
| Expense Ratio | 0.8900 |
Transamerica |
Transamerica Small/mid Relative Risk vs. Return Landscape
If you would invest 2,400 in Transamerica Smallmid Cap on November 13, 2025 and sell it today you would earn a total of 598.00 from holding Transamerica Smallmid Cap or generate 24.92% return on investment over 90 days. Transamerica Smallmid Cap is currently producing 0.3818% returns and takes up 1.4815% volatility of returns over 90 trading days. Put another way, 13% of traded mutual funds are less volatile than Transamerica, and 93% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Transamerica Small/mid Current Valuation
Undervalued
Today
Please note that Transamerica Small/mid's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Transamerica Smallmid Cap has a current Real Value of $31.69 per share. The regular price of the fund is $29.98. We determine the value of Transamerica Smallmid 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/mid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Transamerica Mutual Fund. However, Transamerica Small/mid'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 29.98 | Real 31.69 | Hype 29.98 |
The intrinsic value of Transamerica Small/mid'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/mid'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 Smallmid 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/mid more accurately as focusing exclusively on Transamerica Small/mid's fundamentals will not take into account other important factors: Transamerica Small/mid 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 |
| 29.98 | 90 days | 29.98 | about 6.22 |
Based on a normal probability distribution, the odds of Transamerica Small/mid to move above the current price in 90 days from now is about 6.22 (This Transamerica Smallmid Cap probability density function shows the probability of Transamerica Mutual Fund to fall within a particular range of prices over 90 days) .
Transamerica Small/mid Price Density |
| Price |
Predictive Modules for Transamerica Small/mid
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 Smallmid 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.Transamerica Small/mid Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Transamerica Small/mid is not an exception. The market had few large corrections towards the Transamerica Small/mid'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 Smallmid Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Transamerica Small/mid within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.27 | |
β | Beta against Dow Jones | 0.92 | |
σ | Overall volatility | 2.18 | |
Ir | Information ratio | 0.18 |
Transamerica Small/mid 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/mid for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Transamerica Smallmid 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/mid Fundamentals Growth
Transamerica Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Transamerica Small/mid, and Transamerica Small/mid 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.
| Price To Earning | 2.37 X | ||||
| Price To Book | 1.57 X | ||||
| Price To Sales | 1.11 X | ||||
| Total Asset | 247.32 M | ||||
About Transamerica Small/mid Performance
Evaluating Transamerica Small/mid's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Transamerica Small/mid 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/mid 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.
The fund normally invests at least 80 percent of its net assets in small- and mid-cap equity securities . In the small-cap sleeve, the sub-adviser generally will invest in common stocks of companies with small capitalizations that are attractively valued and possess low price cash flow ratios or, in the case of certain financial stocks, low priceearnings ratios andor low pricebook ratios. The fund may invest up to 10 percent of its total assets in the securities of foreign issuers.Things to note about Transamerica Smallmid Cap performance evaluation
Checking the ongoing alerts about Transamerica Small/mid for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Transamerica Smallmid 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/mid's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Transamerica Small/mid's mutual fund performance include:- Analyzing Transamerica Small/mid'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/mid's stock is overvalued or undervalued compared to its peers.
- Examining Transamerica Small/mid'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/mid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Transamerica Small/mid's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Transamerica Small/mid's mutual fund. These opinions can provide insight into Transamerica Small/mid's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Transamerica Mutual Fund
Transamerica Small/mid 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/mid security.
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators |