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Transamerica Partners Instl Mid Value (DIMVX) Fund Ranking and Research

Ranking, Research and Recommendation of Transamerica Partners Instl Mid Value (DIMVX) Fund

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Graph of Transamerica Partners Instl Mid Value Fund (DIMVX) ManagerFund Manager - Lawrence E. Playford

Fund Manager Information

Fund Manager Tenure: 8.2 years
Fund Family: Transamerica
Fund Category: Mid-Cap Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.83)     (What does this score mean?)

 

Graph of Transamerica Partners Instl Mid Value Fund (DIMVX) ProfileTransamerica Partners Instl Mid Value Fund (DIMVX) Profile

Fund Profile and Description

Transamerica Partners Instl Mid Value Fund seeks a high total investment return. Transamerica Partners Instl Mid Value Fund invests in securities through an underlying mutual fund having the same investment goals and strategies. It normally invests at least 80% of net assets in securities of medium sized companies. Transamerica Partners Instl Mid Value Fund primarily invests in companies which the fund's advisers believe have valuations below their intrinsic value and present an opportunity for earnings improvement.

 

Transamerica Partners Instl Mid Value (DIMVX) Fund Strength What we like about Transamerica Partners Instl Mid Value (DIMVX) Fund

Data for Transamerica Partners Instl Mid Value Fund (DIMVX) as of May 30, 2016

  • Transamerica Partners Instl Mid Value Fund (DIMVX) management has been with Transamerica Partners Instl Mid Value Fund for 8.2 years
  • Transamerica Partners Instl Mid Value Fund (DIMVX) has good short-term performance (1-year return 1.47% vs -4.08% Mid-Cap Blend category median performance)
  • Transamerica Partners Instl Mid Value Fund (DIMVX) has good mid-term performance (3-year return 11.03% vs 8.11% Mid-Cap Blend category median performance)
  • Transamerica Partners Instl Mid Value Fund (DIMVX) has good Long-term performance (5-year return 10.82% vs 8.53% Mid-Cap Blend category median performance)
  • Transamerica Partners Instl Mid Value Fund (DIMVX) ratio of up-years vs down years is greater than 2
  • Transamerica Partners Instl Mid Value Fund (DIMVX) has a Morningstar rating of 4 and above
  • Asset base in Transamerica Partners Instl Mid Value Fund (DIMVX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Transamerica Partners Instl Mid Value Fund (DIMVX) has an annual stock turnover rate of 37.00% vs Mid-Cap Blend average of 60.70%. It is good that Transamerica Partners Instl Mid Value management does not trade extensively for its return.
  • Transamerica Partners Instl Mid Value Fund (DIMVX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.9, lower than category average of 12.56
  • Transamerica Partners Instl Mid Value Fund (DIMVX) has a lower expense ratio than its Mid-Cap Blend average: 0.90% vs 1.15%

Transamerica Partners Instl Mid Value Fund (DIMVX) Weakness What we are cautious about Transamerica Partners Instl Mid Value (DIMVX) Fund

Data for Transamerica Partners Instl Mid Value Fund (DIMVX) as of May 30, 2016

  • Even though Transamerica Partners Instl Mid Value Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Transamerica Partners Instl Mid Value Fund (DIMVX) performance details as of May 30, 2016

 

What do you think?

 

Compare Transamerica Partners Instl Mid Value Fund (DIMVX)Compare with other top Mid-Cap Blend category mutual funds

Aadditional top Mid-Cap Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Transamerica Partners Instl Mid Value6.221.4711.0310.82
VY JPMorgan Mid Cap Value S2 (IJPMX)5.65-1.1810.0811.52Compare
Thrivent Mid Cap Stock A (AASCX)7.444.8912.209.76Compare
CRM Mid Cap Value Instl (CRIMX)9.240.699.458.33Compare

See top fund managers for Mid-Cap Blend Category Funds

 

Compare Transamerica Partners Instl Mid Value Fund (DIMVX)Compare with Mid-Cap Blend category ETFs

Some Mid-Cap Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Direxion All Cap Insider Sentiment ETF (KNOW)3.88%2.77%13.82%
Guggenheim Mid-Cap Core ETF (CZA)6.80%1.17%9.91%
Schwab US Mid-Cap ETF (SCHM)000
iShares Russell Mid-Cap (IWR)000
SPDR S&P MidCap 400 ETF (MDY)000

 

Graph of Transamerica Partners Instl Mid Value Fund (DIMVX) Net Asset TrackingTransamerica Partners Instl Mid Value (DIMVX) Fund Net Asset

Track net asset change of Transamerica Partners Instl Mid Value fund (DIMVX)

DateNet Asset
05/2016$428.17M
03/2016$420.26M
02/2016$395.82M
More historic net asset information on Transamerica Partners Instl Mid Value Fund (DIMVX)

  

Graph of Transamerica Partners Instl Mid Value Fund (DIMVX) Portfolio TrackingTransamerica Partners Instl Mid Value (DIMVX) Fund Portfolio Allocation

Track portfolio allocation change of Transamerica Partners Instl Mid Value fund (DIMVX)

DateCashStockBondOther
03/20165.19%94.81%0%0%
12/20153.01%96.99%0%0%
09/20153%97%0%0%
Click here to see more historic asset allocation information on Transamerica Partners Instl Mid Value Fund (DIMVX)

 

graph of Transamerica Partners Instl Mid Value Fund (DIMVX) Top 10 Position TrackingTop 10 Holdings in Transamerica Partners Instl Mid Value (DIMVX) Fund

Discover what Transamerica Partners Instl Mid Value Fund (DIMVX) manager is buying

Mar 30, 2016
Loews Corporation Common Stock [1.81%]
Annaly Capital Management Inc C [1.71%]
Alleghany Corporation Common St [1.53%]
Synopsys, Inc. [1.45%]
PP&L Corporation Common Stock [1.37%]
Progressive Corporation (The) C [1.32%]
WEC Energy Group, Inc. Common S [1.32%]
CMS Energy Corporation Common S [1.31%]
Laboratory Corporation of Ameri [1.29%]
Allstate Corporation (The) Comm [1.23%]

Dec 30, 2015
Loews Corporation Common Stock [2.03%]
PP&L Corporation Common Stock [1.91%]
Annaly Capital Management Inc C [1.7%]
CMS Energy Corporation Common S [1.63%]
Alleghany Corporation Common St [1.61%]
WEC Energy Group, Inc. Common S [1.43%]
Alliant Energy Corporation Comm [1.36%]
Xcel Energy Inc. Common Stock [1.34%]
Allstate Corporation (The) Comm [1.33%]
Progressive Corporation (The) C [1.27%]

Sep 29, 2015
CMS Energy Corporation Common S [1.92%]
Loews Corporation Common Stock [1.9%]
PP&L Corporation Common Stock [1.79%]
WEC Energy Group, Inc. Common S [1.63%]
Alleghany Corporation Common St [1.58%]
Annaly Capital Management Inc C [1.56%]
Xcel Energy Inc. Common Stock [1.46%]
Alliant Energy Corporation Comm [1.36%]
Allstate Corporation (The) Comm [1.31%]
Synopsys, Inc. [1.27%]
Click here for Stock Holding Change Map in Transamerica Partners Instl Mid Value Fund (DIMVX)

  

Latest News on Transamerica Partners Instl Mid Value (DIMVX) Fund

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