Nasdaq - Delayed Quote USD

Transamerica Mid Cap Value Opportunities (MCVCX)

10.39
+0.04
+(0.39%)
At close: 8:01:32 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.75%
5y Average Return 11.32%
Number of Years Up 8
Number of Years Down 2
Best 1Y Total Return (May 27, 2025) 24.69%
Worst 1Y Total Return (May 27, 2025) --
Best 3Y Total Return 24.69%
Worst 3Y Total Return 2.29%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MCVCX
Category
YTD
-0.78%
21.28%
1-Month
-2.68%
-1.96%
3-Month
-3.96%
4.90%
1-Year
4.09%
55.83%
3-Year
3.02%
11.08%
5-Year
12.21%
11.93%
10-Year
6.45%
10.64%
Last Bull Market
11.90%
25.54%
Last Bear Market
-9.45%
-22.08%

Annual Total Return (%) History

Year
MCVCX
Category
2025
--
--
2024
6.10%
--
2023
9.21%
--
2022
-7.62%
--
2021
24.69%
--
2020
3.01%
2.63%
2019
23.53%
25.18%
2018
-9.11%
-12.86%

2017
8.43%
13.22%
2016
15.04%
18.06%
2015
1.13%
-5.41%
2014
--
9.31%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.95% -- -- --
2024 6.54% -5.87% 7.84% -1.90%
2023 0.50% 2.67% -1.73% 7.71%
2022 1.64% -9.45% -7.89% 8.97%
2021 11.78% 5.46% -0.78% 6.61%
2020 -32.62% 20.18% 3.51% 22.90%
2019 13.62% 2.82% 1.50% 4.18%
2018 -1.83% 2.57% 4.33% -13.48%
2017 4.57% 1.77% -2.40% 4.39%
2016 4.97% 2.23% 4.02% 3.05%

2015 3.58% -2.22% -2.99% 2.92%
2014 -2.78% 6.96% -- --

Rank in Category (By Total Return)

YTD 10
1-Month 26
3-Month 11
1-Year 38
3-Year 82
5-Year 71

Load Adjusted Returns

1-Year 3.14%
3-Year 3.02%
5-Year 12.21%
10-Year 6.45%

Performance & Risk

YTD Return 1.75%
5y Average Return 11.32%
Rank in Category (ytd) 10
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Value
Fund Family Transamerica
Net Assets 965.5M
YTD Return -0.78%
Yield 0.25%
Morningstar Rating
Inception Date Jul 25, 2016

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.

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