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Transamerica Partners Instl Lg Val (DIVIX) Fund Ranking and Research

Ranking, Research and Recommendation of Transamerica Partners Instl Lg Val (DIVIX) Fund

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

 

Graph of Transamerica Partners Instl Lg Val Fund (DIVIX) ManagerFund Manager - Gina Marie N. Moore

Fund Manager Information

Fund Manager Tenure: 10.6 years
Fund Family: Transamerica
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.46)     (What does this score mean?)

 

Graph of Transamerica Partners Instl Lg Val Fund (DIVIX) ProfileTransamerica Partners Instl Lg Val Fund (DIVIX) Profile

Fund Profile and Description

Transamerica Partners Instl Lg Val Fund seeks long-term capital appreciation. Current income is a secondary goal. Transamerica Partners Instl Lg Val 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 large-cap companies and related investments. Transamerica Partners Instl Lg Val Fund considers large cap companies to be companies with market capitalizations that, at the time of initial purchase exceed the minimum capitalization of companies that are included in the Russell 1000 index.

 

Transamerica Partners Instl Lg Val (DIVIX) Fund Strength What we like about Transamerica Partners Instl Lg Val (DIVIX) Fund

Data for Transamerica Partners Instl Lg Val Fund (DIVIX) as of May 30, 2016

  • Transamerica Partners Instl Lg Val Fund (DIVIX) management has been with Transamerica Partners Instl Lg Val Fund for 10.6 years
  • Transamerica Partners Instl Lg Val Fund (DIVIX) has good Long-term performance (5-year return 9.64% vs 9.15% Large Value category median performance)
  • Transamerica Partners Instl Lg Val Fund (DIVIX) ratio of up-years vs down years is greater than 2
  • Transamerica Partners Instl Lg Val Fund (DIVIX) has a lower expense ratio than its Large Value average: 0.75% vs 1.10%

Transamerica Partners Instl Lg Val Fund (DIVIX) Weakness What we are cautious about Transamerica Partners Instl Lg Val (DIVIX) Fund

Data for Transamerica Partners Instl Lg Val Fund (DIVIX) as of May 30, 2016

  • Transamerica Partners Instl Lg Val Fund (DIVIX) has a less-than-ideal short-term performance (1-year return -7.91% vs -2.36% Large Value category median performance)
  • Transamerica Partners Instl Lg Val Fund (DIVIX) has a less-than-ideal mid-term performance (3-year return 7.16% vs 7.81% Large Value category median performance)
  • Transamerica Partners Instl Lg Val Fund (DIVIX) has a Morningstar rating of 3 and below
  • Transamerica Partners Instl Lg Val Fund (DIVIX) is less safe compared to its Large Value peers
  • Transamerica Partners Instl Lg Val Fund (DIVIX) has an annual stock turnover rate of 65.00% that is higher than the Large Value average of 44.24%. This could mean Transamerica Partners Instl Lg Val is more nimble, but also signal potential high tax impact and high trading fees
  • Transamerica Partners Instl Lg Val Fund (DIVIX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.77 that is higher than category average of 11.7
  • Even though Transamerica Partners Instl Lg Val Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Transamerica Partners Instl Lg Val Fund (DIVIX) performance details as of May 30, 2016

 

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Compare Transamerica Partners Instl Lg Val Fund (DIVIX)Compare with other top Large Value category mutual funds

Aadditional top Large Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Transamerica Partners Instl Lg Val-2.96-7.917.169.64
American Funds Washington Mutual R6 (RWMGX)4.012.339.9611.35Compare
Invesco Diversified Dividend A (LCEAX)6.815.3410.8311.26Compare
AB Growth and Income A (CABDX)2.632.169.1511.11Compare

See top fund managers for Large Value Category Funds

 

Compare Transamerica Partners Instl Lg Val Fund (DIVIX)Compare with Large Value category ETFs

Some Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard High Dividend Yield ETF (VYM)6.38%4.49%10.76%
WisdomTree Total Dividend ETF (DTD)6.26%3.08%10.25%
Schwab US Large-Cap Value ETF (SCHV)5.45%2.83%9.22%
iShares Morningstar Large-Cap Value (JKF)6.37%2.65%8.24%
WisdomTree Dividend ex-Financials ETF (DTN)8.12%2.21%9.53%

 

Graph of Transamerica Partners Instl Lg Val Fund (DIVIX) Net Asset TrackingTransamerica Partners Instl Lg Val (DIVIX) Fund Net Asset

Track net asset change of Transamerica Partners Instl Lg Val fund (DIVIX)

DateNet Asset
05/2016$95.62M
03/2016$95.94M
02/2016$89.60M
More historic net asset information on Transamerica Partners Instl Lg Val Fund (DIVIX)

  

Graph of Transamerica Partners Instl Lg Val Fund (DIVIX) Portfolio TrackingTransamerica Partners Instl Lg Val (DIVIX) Fund Portfolio Allocation

Track portfolio allocation change of Transamerica Partners Instl Lg Val fund (DIVIX)

DateCashStockBondOther
03/20161.05%98.95%0%0%
12/20151.6%98.4%0%0%
09/20150.48%99.52%0%0%
Click here to see more historic asset allocation information on Transamerica Partners Instl Lg Val Fund (DIVIX)

 

graph of Transamerica Partners Instl Lg Val Fund (DIVIX) Top 10 Position TrackingTop 10 Holdings in Transamerica Partners Instl Lg Val (DIVIX) Fund

Discover what Transamerica Partners Instl Lg Val Fund (DIVIX) manager is buying

Mar 30, 2016
Johnson & Johnson Common Stock [4.07%]
JP Morgan Chase & Co. Common St [3.62%]
Pfizer, Inc. Common Stock [2.94%]
Bank of America Corporation Com [2.62%]
Microsoft Corporation [2.45%]
Citigroup, Inc. Common Stock [2.37%]
Intel Corporation [2.28%]
American International Group, I [1.92%]
The Travelers Companies, Inc. C [1.69%]
American Electric Power Company [1.58%]

Dec 30, 2015
JP Morgan Chase & Co. Common St [4.03%]
Johnson & Johnson Common Stock [3.65%]
Pfizer, Inc. Common Stock [3.47%]
Bank of America Corporation Com [3.08%]
Citigroup, Inc. Common Stock [2.78%]
Intel Corporation [2.29%]
American International Group, I [2.17%]
Microsoft Corporation [1.89%]
The Travelers Companies, Inc. C [1.72%]
Valero Energy Corporation Commo [1.67%]

Sep 29, 2015
JP Morgan Chase & Co. Common St [3.89%]
Pfizer, Inc. Common Stock [3.55%]
Johnson & Johnson Common Stock [3.3%]
Bank of America Corporation Com [2.95%]
Citigroup, Inc. Common Stock [2.76%]
Intel Corporation [2.08%]
American International Group, I [2.06%]
Exxon Mobil Corporation Common [2.06%]
The Travelers Companies, Inc. C [1.64%]
Valero Energy Corporation Commo [1.58%]
Click here for Stock Holding Change Map in Transamerica Partners Instl Lg Val Fund (DIVIX)

  

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