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Mutual Fund Insights: Transamerica Partners Instl Mid Gr Fund (DIMGX)

In-depth Analysis of Transamerica Partners Instl Mid Gr Fund (DIMGX)

Mutual fund chart: Transamerica Partners Instl Mid Gr Fund (DIMGX)

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See Transamerica Partners Instl Mid Gr Fund (DIMGX) performance details as of January 31, 2010

  

    Last Trade: $10.57 on 3/12/2010, Change: +0.01 (0.09%)
Experiment our closing price forecasting tool for Transamerica Partners Instl Mid Gr Fund (DIMGX) (alpha release)

  

Fund Manager - Clifford G. Fox

Fund Manager Tenure: 5.5 years
Fundmojo Fund Grade: C (Score: 0.52)     (What does this score mean?)
Fox is a portfolio manager and managing director at Columbus Circle Investors, his employer since October 1992. Prior to joining the firm, he was vice president of equity investments at General Reinsurance Corporation. He is a member of the New York Society of Security Analysts. Fox holds the Chartered Financial Analyst designation.  Get more insights on Clifford G. Fox

  

What we like about Transamerica Partners Instl Mid Gr Fund (DIMGX) What we like about Transamerica Partners Instl Mid Gr Fund (DIMGX)

Data for Transamerica Partners Instl Mid Gr Fund (DIMGX) as of January 31, 2010

  • Transamerica Partners Instl Mid Gr Fund (DIMGX) management has been with Transamerica Partners Instl Mid Gr Fund for 5.5 years
  • Transamerica Partners Instl Mid Gr Fund (DIMGX) has good mid-term performance (3-year return -4.47% vs -5.54% Mid-Cap Growth category average)
  • Transamerica Partners Instl Mid Gr Fund (DIMGX) ratio of up-years vs down years is greater than 2
  • Transamerica Partners Instl Mid Gr Fund (DIMGX) is less volatile than its peers as it has a 3-year Standard Deviation of 21.24, lower than category average of 23.72
  • Transamerica Partners Instl Mid Gr Fund (DIMGX) has a lower management fee than its Mid-Cap Growth average: 0.95% vs 1.46%

  

What we are cautious about Transamerica Partners Instl Mid Gr Fund (DIMGX) What we are cautious about Transamerica Partners Instl Mid Gr Fund (DIMGX)

Data for Transamerica Partners Instl Mid Gr Fund (DIMGX) as of January 31, 2010

  • Transamerica Partners Instl Mid Gr Fund (DIMGX) has a less-than-ideal short-term performance (1-year return 20.49% vs 39.73% Mid-Cap Growth category average)
  • Transamerica Partners Instl Mid Gr Fund (DIMGX) has a less-than-ideal Long-term performance (5-year return 1.20% vs 1.43% Mid-Cap Growth category average)
  • Transamerica Partners Instl Mid Gr Fund (DIMGX) has a Morningstar rating of 3 and below
  • Transamerica Partners Instl Mid Gr Fund (DIMGX) is less safe compared to its Mid-Cap Growth peers
  • Transamerica Partners Instl Mid Gr Fund (DIMGX) has an annual stock turnover rate of 158.00% that is higher than the Mid-Cap Growth average of 138.22%. This could mean Transamerica Partners Instl Mid Gr is more nimble, but also signal potential high tax impact and high trading fees
  • Transamerica Partners Instl Mid Gr Fund (DIMGX) does not have a good risk adjusted return as its 3-year Alpha of 2.59 is worse than category average of 3.29, and its 3-year Sharpe ratio is -0.2
  • Even though Transamerica Partners Instl Mid Gr Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Transamerica Partners Instl Mid Gr Fund (DIMGX) performance details as of January 31, 2010

  

  

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Transamerica Partners Instl Mid Gr Fund (DIMGX) Net Asset

Track net asset change of Transamerica Partners Instl Mid Gr fund (DIMGX)

DateNet Asset
01/2010$62.06M
11/2009$62.80M
10/2009$61.49M
More historic net asset information on Transamerica Partners Instl Mid Gr Fund (DIMGX)

  

Transamerica Partners Instl Mid Gr Fund (DIMGX) Portfolio Allocation

Track portfolio allocation change of Transamerica Partners Instl Mid Gr fund (DIMGX)

DateCashStockBondOther
09/20091.71%98.29%0%0%
06/20092.64%97.36%0%0%
12/20082.52%97.48%0%0%
Click here to see more historic asset allocation information on Transamerica Partners Instl Mid Gr Fund (DIMGX)

  

Most Recent Top 10 Holdings in Transamerica Partners Instl Mid Gr Fund (DIMGX)

Discover what Transamerica Partners Instl Mid Gr Fund (DIMGX) manager is buying

30-Sep-09
PETROHAWK ENERGY CP [3.17%]
F5 Networks, Inc. [2.95%]
NEWELL RUBBERMAID [2.79%]
CAPITAL ONE FINANCIA [2.4%]
GAP INC [2.4%]
RANGE RES CORP [2.36%]
Wynn Resorts, Limited [2.35%]
Express Scripts, Inc. [2.34%]
JEFFERIES GROUP INC [2.24%]
TD Ameritrade Holding Corporati [2.21%]

30-Jun-09
F5 Networks, Inc. [2.96%]
Activision Blizzard, Inc [2.94%]
Marvell Technology Group, Ltd. [2.88%]
PETROHAWK ENERGY CP [2.5%]
Express Scripts, Inc. [2.38%]
Citrix Systems, Inc. [2.36%]
TD Ameritrade Holding Corporati [2.27%]
EDWARDS LIFESCIENCES [2.11%]
Starent Networks, Corp. [2.09%]
Brocade Communications Systems, [2.04%]

31-Dec-08
Activision Blizzard, Inc [3.45%]
CHURCH DWIGHT CO INC [3.03%]
Stericycle, Inc. [2.96%]
FTI CONSULTING INC [2.76%]
QUANTA SERVICES INC [2.74%]
ST. JUDE MEDICAL [2.68%]
SOUTHWEST AIRLINES [2.51%]
Urban Outfitters, Inc. [2.5%]
S P X CP [2.47%]
AMER TOWER CP [2.39%]
Click here for Stock Holding Change Map in Transamerica Partners Instl Mid Gr Fund (DIMGX)

  

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