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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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Last Trade: $ on , Change: (0%)
Fund Manager - Lawrence E. Playford
Fund Manager Information
Fund Manager Tenure: 9.4 yearsFund Family: Transamerica
Fund Category: Mid-Cap Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.83) (What does this score mean?)
Transamerica 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.
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 9.4 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%
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
What do you think?
Compare with other top Mid-Cap Blend category mutual funds
Aadditional top Mid-Cap Blend mutual funds for your consideration
Fund | Year to Date | 1 Year | 3 year | 5 year | |
Transamerica Partners Instl Mid Value | 6.22 | 1.47 | 11.03 | 10.82 | |
VY JPMorgan Mid Cap Value S2 (IJPMX) | 5.65 | -1.18 | 10.08 | 11.52 | Compare |
Thrivent Mid Cap Stock A (AASCX) | 7.44 | 4.89 | 12.20 | 9.76 | Compare |
CRM Mid Cap Value Instl (CRIMX) | 9.24 | 0.69 | 9.45 | 8.33 | Compare |
See top fund managers for Mid-Cap Blend Category Funds
Compare with Mid-Cap Blend category ETFs
Some Mid-Cap Blend ETFs for your consideration
ETF | Year to Date | One Year | Three 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) | 0 | 0 | 0 | iShares Russell Mid-Cap (IWR) | 0 | 0 | 0 | SPDR S&P MidCap 400 ETF (MDY) | 0 | 0 | 0 |
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Transamerica Partners Instl Mid Value (DIMVX) Fund Net Asset
Track net asset change of Transamerica Partners Instl Mid Value fund (DIMVX)
Date | Net Asset |
05/2016 | $428.17M |
03/2016 | $420.26M |
02/2016 | $395.82M |
Transamerica Partners Instl Mid Value (DIMVX) Fund Portfolio Allocation
Track portfolio allocation change of Transamerica Partners Instl Mid Value fund (DIMVX)
Date | Cash | Stock | Bond | Other |
03/2016 | 5.19% | 94.81% | 0% | 0% |
12/2015 | 3.01% | 96.99% | 0% | 0% |
09/2015 | 3% | 97% | 0% | 0% |
Top 10 Holdings in Transamerica Partners Instl Mid Value (DIMVX) Fund
Discover what Transamerica Partners Instl Mid Value Fund (DIMVX) manager is buying
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
See what is happening with Transamerica Partners Instl Mid Value Fund (DIMVX)
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See more information on Transamerica Partners Instl Mid Value (DIMVX) Fund
Popular pages on Transamerica Partners Instl Mid Value (DIMVX) Fund
- Transamerica Partners Instl Mid Value (DIMVX) Fund Research and Recommendation
- Transamerica Partners Instl Mid Value (DIMVX) Fund Performance Data
- Transamerica Partners Instl Mid Value (DIMVX) Fund Manager Information
- Historic Transamerica Partners Instl Mid Value (DIMVX) Fund Asset Allocation Report
- Historic Transamerica Partners Instl Mid Value (DIMVX) Fund Top 10 Holding Tracking
- Historic Transamerica Partners Instl Mid Value (DIMVX) Fund Asset Under Management Tracking