Nasdaq - Delayed Quote USD
Transamerica Mid Cap Value Opportunities (MCVCX)
10.39
+0.04
+(0.39%)
At close: 8:01:32 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 24.69% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 8 |
| Number of Years Down | 2 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MCVCX | Category Average | MCVCX | Category Average | MCVCX | Category Average | |
| Alpha | -7.51 | -0.09 | -1.18 | -0.07 | -4.71 | -0.06 |
| BETA | 0.9 | 0.01 | 0.87 | 0.01 | 0.97 | 0.01 |
| Mean Annual Return | 0.38 | 0.01 | 1.08 | 0.01 | 0.65 | 0.01 |
| R-squared | 69.12 | 0.85 | 68.27 | 0.82 | 74.59 | 0.84 |
| Standard Deviation | 17.64 | 0.25 | 16.85 | 0.2 | 17.19 | 0.17 |
| Sharpe Ratio | -0.01 | 0.01 | 0.6 | 0.01 | 0.34 | 0.01 |
| Treynor Ratio | -1.89 | 0.08 | 10.78 | 0.09 | 4.6 | 0.09 |
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