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Transamerica Partners Mid Growth (DVMGX) Fund Ranking and Research

Ranking, Research and Recommendation of Transamerica Partners Mid Growth (DVMGX) Fund

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

 

Graph of Transamerica Partners Mid Growth Fund (DVMGX) ManagerFund Manager - Timothy D. Chatard

Fund Manager Information

Fund Manager Tenure: 5.0 years
Fund Family: Transamerica
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.54)     (What does this score mean?)

 

Graph of Transamerica Partners Mid Growth Fund (DVMGX) ProfileTransamerica Partners Mid Growth Fund (DVMGX) Profile

Fund Profile and Description

Transamerica Partners Mid Growth Fund seeks maximum return. Transamerica Partners Mid Growth 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. It primarily invests in stocks of companies which the funds advisors believe have the potential to deliver earnings growth in excess of the market average, or to become market leaders. Transamerica Partners Mid Growth Fund may also invest in foreign securities.

 

Transamerica Partners Mid Growth (DVMGX) Fund Strength What we like about Transamerica Partners Mid Growth (DVMGX) Fund

Data for Transamerica Partners Mid Growth Fund (DVMGX) as of May 30, 2016

  • Transamerica Partners Mid Growth Fund (DVMGX) management has been with Transamerica Partners Mid Growth Fund for 5.0 years
  • Transamerica Partners Mid Growth Fund (DVMGX) ratio of up-years vs down years is greater than 2
  • Asset base in Transamerica Partners Mid Growth Fund (DVMGX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support

Transamerica Partners Mid Growth Fund (DVMGX) Weakness What we are cautious about Transamerica Partners Mid Growth (DVMGX) Fund

Data for Transamerica Partners Mid Growth Fund (DVMGX) as of May 30, 2016

  • Transamerica Partners Mid Growth Fund (DVMGX) has a less-than-ideal short-term performance (1-year return -10.85% vs -5.73% Mid-Cap Growth category median performance)
  • Transamerica Partners Mid Growth Fund (DVMGX) has a less-than-ideal mid-term performance (3-year return 7.20% vs 8.38% Mid-Cap Growth category median performance)
  • Transamerica Partners Mid Growth Fund (DVMGX) has a less-than-ideal Long-term performance (5-year return 6.05% vs 7.70% Mid-Cap Growth category median performance)
  • Transamerica Partners Mid Growth Fund (DVMGX) has a Morningstar rating of 3 and below
  • Transamerica Partners Mid Growth Fund (DVMGX) is less safe compared to its Mid-Cap Growth peers
  • Transamerica Partners Mid Growth Fund (DVMGX) has an annual stock turnover rate of 70.00% that is higher than the Mid-Cap Growth average of 50.96%. This could mean Transamerica Partners Mid Growth is more nimble, but also signal potential high tax impact and high trading fees
  • Transamerica Partners Mid Growth Fund (DVMGX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.55 that is higher than category average of 13.49
  • Transamerica Partners Mid Growth Fund (DVMGX) has a higher expense ratio of 1.35% than its Mid-Cap Growth average of 1.28%
  • Even though Transamerica Partners Mid Growth Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Transamerica Partners Mid Growth Fund (DVMGX) performance details as of May 30, 2016

 

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Compare Transamerica Partners Mid Growth Fund (DVMGX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Transamerica Partners Mid Growth1.34-10.857.206.05
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare Transamerica Partners Mid Growth Fund (DVMGX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
PowerShares Russell Midcap Pure Gr ETF (PXMG)-0.83%-6.85%5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)1.16%-5.74%7.25%
iShares Morningstar Mid-Cap Growth (JKH)1.51%-5.25%9.06%
Vanguard Mid-Cap Growth ETF (VOT)3.05%-4.02%9.94%

 

Graph of Transamerica Partners Mid Growth Fund (DVMGX) Net Asset TrackingTransamerica Partners Mid Growth (DVMGX) Fund Net Asset

Track net asset change of Transamerica Partners Mid Growth fund (DVMGX)

DateNet Asset
05/2016$50.35M
03/2016$50.11M
02/2016$47.36M
More historic net asset information on Transamerica Partners Mid Growth Fund (DVMGX)

  

Graph of Transamerica Partners Mid Growth Fund (DVMGX) Portfolio TrackingTransamerica Partners Mid Growth (DVMGX) Fund Portfolio Allocation

Track portfolio allocation change of Transamerica Partners Mid Growth fund (DVMGX)

DateCashStockBondOther
03/20160%99.58%0%0.42%
12/20150%99.44%0%0.56%
09/20150%100%0%0%
Click here to see more historic asset allocation information on Transamerica Partners Mid Growth Fund (DVMGX)

 

graph of Transamerica Partners Mid Growth Fund (DVMGX) Top 10 Position TrackingTop 10 Holdings in Transamerica Partners Mid Growth (DVMGX) Fund

Discover what Transamerica Partners Mid Growth Fund (DVMGX) manager is buying

Mar 30, 2016
Air Lease Corporation Class A C [3.71%]
EQT Corporation Common Stock [3.63%]
Dollar General Corporation Comm [3.48%]
Wyndham Worldwide Corp Common [3.3%]
Sabre Corporation [3.25%]
Whitewave Foods Company (The) C [3.08%]
Rite Aid Corporation Common Sto [2.91%]
Foot Locker, Inc. [2.9%]
ServiceMaster Global Holdings, [2.89%]
Mylan N.V. [2.88%]

Dec 30, 2015
Air Lease Corporation Class A C [3.69%]
BorgWarner Inc. Common Stock [3.67%]
Mylan N.V. [3.37%]
Eagle Materials Inc Common Stoc [3.12%]
Sabre Corporation [3.08%]
ServiceMaster Global Holdings, [3.02%]
EQT Corporation Common Stock [3.02%]
CIT Group Inc (DEL) Common Stoc [3%]
GILDAN ACTIVEWEAR INC. [3%]
IAC/InterActiveCorp [2.98%]

Sep 29, 2015
EQT Corporation Common Stock [3.61%]
Equifax, Inc. Common Stock [3.6%]
Hartford Financial Services Gro [3.52%]
Air Lease Corporation Class A C [3.41%]
Foot Locker, Inc. [3.34%]
Signet Jewelers Limited Common [3.33%]
Broadcom Corporation [3.31%]
KLA-Tencor Corporation [3.22%]
GILDAN ACTIVEWEAR INC. [3.19%]
F5 Networks, Inc. [3.1%]
Click here for Stock Holding Change Map in Transamerica Partners Mid Growth Fund (DVMGX)

  

Latest News on Transamerica Partners Mid Growth (DVMGX) Fund

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Transamerica Partners Mid Growth Fund (DVMGX) Related ResourcesSee more information on Transamerica Partners Mid Growth (DVMGX) Fund

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