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Transamerica Partners Instl Small Gr (DISGX) Fund Ranking and Research

Ranking, Research and Recommendation of Transamerica Partners Instl Small Gr (DISGX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Transamerica Partners Instl Small Gr Fund (DISGX) ManagerFund Manager - W. Conrad Doenges

Fund Manager Information

Fund Manager Tenure: 7.1 years
Fund Family: Transamerica
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.78)     (What does this score mean?)

 

Graph of Transamerica Partners Instl Small Gr Fund (DISGX) ProfileTransamerica Partners Instl Small Gr Fund (DISGX) Profile

Fund Profile and Description

Transamerica Partners Instl Small Gr Fund seeks to provide a high total investment return through investing in a diversified portfolio of common stocks. Transamerica Partners Instl Small Gr Fund invests in securities through an underlying mutual fund having the same investment goals and strategies. It invests primarily in stocks of companies with small market capitalizations which the fund's advisers believe have above average growth potential. Under normal market circumstances the fund invests at least 80% of assets in small-cap companies with market capitalizations within the range of capitalization of the companies that are included in the Russell 2000 index.

 

Transamerica Partners Instl Small Gr (DISGX) Fund Strength What we like about Transamerica Partners Instl Small Gr (DISGX) Fund

Data for Transamerica Partners Instl Small Gr Fund (DISGX) as of May 30, 2016

  • Transamerica Partners Instl Small Gr Fund (DISGX) management has been with Transamerica Partners Instl Small Gr Fund for 7.1 years
  • Transamerica Partners Instl Small Gr Fund (DISGX) has good short-term performance (1-year return 2.36% vs -7.74% Small Growth category median performance)
  • Transamerica Partners Instl Small Gr Fund (DISGX) has good mid-term performance (3-year return 9.99% vs 6.86% Small Growth category median performance)
  • Transamerica Partners Instl Small Gr Fund (DISGX) ratio of up-years vs down years is greater than 2
  • Asset base in Transamerica Partners Instl Small Gr Fund (DISGX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Transamerica Partners Instl Small Gr Fund (DISGX) has an annual stock turnover rate of 53.00% vs Small Growth average of 63.11%. It is good that Transamerica Partners Instl Small Gr management does not trade extensively for its return.
  • Transamerica Partners Instl Small Gr Fund (DISGX) is less volatile than its peers as it has a 3-year Standard Deviation of 15.29, lower than category average of 15.82
  • Transamerica Partners Instl Small Gr Fund (DISGX) has a lower expense ratio than its Small Growth average: 1.15% vs 1.31%

Transamerica Partners Instl Small Gr Fund (DISGX) Weakness What we are cautious about Transamerica Partners Instl Small Gr (DISGX) Fund

Data for Transamerica Partners Instl Small Gr Fund (DISGX) as of May 30, 2016

  • Transamerica Partners Instl Small Gr Fund (DISGX) has a less-than-ideal Long-term performance (5-year return 5.76% vs 7.01% Small Growth category median performance)
  • Transamerica Partners Instl Small Gr Fund (DISGX) has a Morningstar rating of 3 and below
  • Even though Transamerica Partners Instl Small Gr Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Transamerica Partners Instl Small Gr Fund (DISGX) performance details as of May 30, 2016

 

What do you think?

 

Compare Transamerica Partners Instl Small Gr Fund (DISGX)Compare with other top Small Growth category mutual funds

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Transamerica Partners Instl Small Gr4.522.369.995.76
Thrivent Small Cap Stock A (AASMX)5.33-2.128.136.23Compare
Invesco Small Cap Growth A (GTSAX)2.31-6.349.449.20Compare
Brown Advisory Small-Cap Growth Inv (BIASX)1.441.9610.719.36Compare

See top fund managers for Small Growth Category Funds

 

Compare Transamerica Partners Instl Small Gr Fund (DISGX)Compare with Small Growth category ETFs

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Small Cap Gr AlphaDEX ETF (FYC)2.08%0.72%8.41%
iShares S&P Small-Cap 600 Growth (IJT)3.38%0.39%10.55%
SPDR S&P 600 Small Cap Growth ETF (SLYG)3.30%0.18%10.49%
Vanguard S&P Small-Cap 600 Growth ETF (VIOG)2.78%0.08%10.38%
Vanguard Small-Cap Growth ETF (VBK)000

 

Graph of Transamerica Partners Instl Small Gr Fund (DISGX) Net Asset TrackingTransamerica Partners Instl Small Gr (DISGX) Fund Net Asset

Track net asset change of Transamerica Partners Instl Small Gr fund (DISGX)

DateNet Asset
05/2016$10.70M
03/2016$10.06M
02/2016$9.58M
More historic net asset information on Transamerica Partners Instl Small Gr Fund (DISGX)

  

Graph of Transamerica Partners Instl Small Gr Fund (DISGX) Portfolio TrackingTransamerica Partners Instl Small Gr (DISGX) Fund Portfolio Allocation

Track portfolio allocation change of Transamerica Partners Instl Small Gr fund (DISGX)

DateCashStockBondOther
03/20162.85%97.15%0%0%
12/20153.07%96.93%0%0%
09/20152.84%97.16%0%0%
Click here to see more historic asset allocation information on Transamerica Partners Instl Small Gr Fund (DISGX)

 

graph of Transamerica Partners Instl Small Gr Fund (DISGX) Top 10 Position TrackingTop 10 Holdings in Transamerica Partners Instl Small Gr (DISGX) Fund

Discover what Transamerica Partners Instl Small Gr Fund (DISGX) manager is buying

Mar 30, 2016
WageWorks, Inc. Common Stock [3.75%]
ICON plc [3.51%]
Maximus, Inc. Common Stock [3.27%]
PrivateBancorp, Inc. [3.22%]
Ellie Mae, Inc. Common Stock [3.22%]
Prestige Brand Holdings, Inc. C [3.13%]
MarketAxess Holdings, Inc. [3.01%]
G-III Apparel Group, LTD. [2.99%]
Sonic Corp. [2.83%]
Steven Madden, Ltd. [2.83%]

Dec 30, 2015
MarketAxess Holdings, Inc. [3.96%]
PrivateBancorp, Inc. [3.77%]
Maximus, Inc. Common Stock [3.47%]
WageWorks, Inc. Common Stock [3.34%]
ICON plc [2.99%]
Prestige Brand Holdings, Inc. C [2.99%]
Popeyes Louisiana Kitchen, Inc. [2.86%]
Ellie Mae, Inc. Common Stock [2.86%]
Cambrex Corporation Common Stoc [2.77%]
Sonic Corp. [2.58%]

Sep 29, 2015
Maximus, Inc. Common Stock [3.75%]
PrivateBancorp, Inc. [3.56%]
G-III Apparel Group, LTD. [3.48%]
WageWorks, Inc. Common Stock [3.37%]
MarketAxess Holdings, Inc. [3.35%]
Ellie Mae, Inc. Common Stock [3.21%]
Asbury Automotive Group Inc Com [3.16%]
Silicon Laboratories, Inc. [2.96%]
Steven Madden, Ltd. [2.83%]
Prestige Brand Holdings, Inc. C [2.67%]
Click here for Stock Holding Change Map in Transamerica Partners Instl Small Gr Fund (DISGX)

  

Latest News on Transamerica Partners Instl Small Gr (DISGX) Fund

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