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Transamerica Partners Small Core (DVPEX) Fund Ranking and Research

Ranking, Research and Recommendation of Transamerica Partners Small Core (DVPEX) Fund

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

 

Graph of Transamerica Partners Small Core Fund (DVPEX) ManagerFund Manager - Eoin E. Middaugh

Fund Manager Information

Fund Manager Tenure: 5.1 years
Fund Family: Transamerica
Fund Category: Small Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.58)     (What does this score mean?)

 

Graph of Transamerica Partners Small Core Fund (DVPEX) ProfileTransamerica Partners Small Core Fund (DVPEX) Profile

Fund Profile and Description

Transamerica Partners Small Core Fund seeks capital appreciation. Transamerica Partners Small Core Fund invests in securities through an underlying mutual fund having the same investment goals and strategies. It invests at least 80% of assets in stocks of companies with small to medium market capitalizations that the advisors believe have above average growth potential. Transamerica Partners Small Core Fund considers small-cap companies to be companies with market capitalizations that, at the time of initial purchase, are within the range of capitalization of the companies that are included in the Russell 2000 index.

 

Transamerica Partners Small Core (DVPEX) Fund Strength What we like about Transamerica Partners Small Core (DVPEX) Fund

Data for Transamerica Partners Small Core Fund (DVPEX) as of May 30, 2016

  • Transamerica Partners Small Core Fund (DVPEX) management has been with Transamerica Partners Small Core Fund for 5.1 years
  • Transamerica Partners Small Core Fund (DVPEX) ratio of up-years vs down years is greater than 2
  • Transamerica Partners Small Core Fund (DVPEX) is less volatile than its peers as it has a 3-year Standard Deviation of 14.28, lower than category average of 14.58

Transamerica Partners Small Core Fund (DVPEX) Weakness What we are cautious about Transamerica Partners Small Core (DVPEX) Fund

Data for Transamerica Partners Small Core Fund (DVPEX) as of May 30, 2016

  • Transamerica Partners Small Core Fund (DVPEX) has a less-than-ideal short-term performance (1-year return -6.11% vs -5.18% Small Blend category median performance)
  • Transamerica Partners Small Core Fund (DVPEX) has a less-than-ideal mid-term performance (3-year return 3.84% vs 6.96% Small Blend category median performance)
  • Transamerica Partners Small Core Fund (DVPEX) has a less-than-ideal Long-term performance (5-year return 5.80% vs 7.84% Small Blend category median performance)
  • Transamerica Partners Small Core Fund (DVPEX) has a Morningstar rating of 3 and below
  • Transamerica Partners Small Core Fund (DVPEX) is less safe compared to its Small Blend peers
  • Transamerica Partners Small Core Fund (DVPEX) has an annual stock turnover rate of 132.00% that is higher than the Small Blend average of 52.13%. This could mean Transamerica Partners Small Core is more nimble, but also signal potential high tax impact and high trading fees
  • Transamerica Partners Small Core Fund (DVPEX) does not have a good risk adjusted return as its 3-year Alpha of -7.05 is worse than category average of -4.16, and its 3-year Sharpe ratio is 0.33
  • Transamerica Partners Small Core Fund (DVPEX) has a higher expense ratio of 1.46% than its Small Blend average of 1.22%
  • Even though Transamerica Partners Small Core Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Transamerica Partners Small Core Fund (DVPEX) performance details as of May 30, 2016

 

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Compare Transamerica Partners Small Core Fund (DVPEX)Compare with other top Small Blend category mutual funds

Aadditional top Small Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Transamerica Partners Small Core4.56-6.113.845.80
Voya Small Company W (ISMWX)5.840.399.509.36Compare
Natixis Vaughan Nelson Small Cap Value A (NEFJX)4.84-1.7410.7010.01Compare
CRM Small Cap Value Instl (CRISX)4.71-1.578.116.99Compare

See top fund managers for Small Blend Category Funds

 

Compare Transamerica Partners Small Core Fund (DVPEX)Compare with Small Blend category ETFs

Some Small Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR S&P 600 Small Cap ETF (SLY)5.61%0.29%9.84%
Wilshire Micro-Cap ETF (WMCR)000
Vanguard Small-Cap ETF (VB)000
Vanguard S&P Small-Cap 600 ETF (VIOO)000
WisdomTree SmallCap Earnings ETF (EES)000

 

Graph of Transamerica Partners Small Core Fund (DVPEX) Net Asset TrackingTransamerica Partners Small Core (DVPEX) Fund Net Asset

Track net asset change of Transamerica Partners Small Core fund (DVPEX)

DateNet Asset
05/2016$62.73M
03/2016$63.26M
02/2016$58.50M
More historic net asset information on Transamerica Partners Small Core Fund (DVPEX)

  

Graph of Transamerica Partners Small Core Fund (DVPEX) Portfolio TrackingTransamerica Partners Small Core (DVPEX) Fund Portfolio Allocation

Track portfolio allocation change of Transamerica Partners Small Core fund (DVPEX)

DateCashStockBondOther
03/20161.75%98.25%0%0%
12/20151.07%98.93%0%0%
09/20151.08%98.92%0%0%
Click here to see more historic asset allocation information on Transamerica Partners Small Core Fund (DVPEX)

 

graph of Transamerica Partners Small Core Fund (DVPEX) Top 10 Position TrackingTop 10 Holdings in Transamerica Partners Small Core (DVPEX) Fund

Discover what Transamerica Partners Small Core Fund (DVPEX) manager is buying

Mar 30, 2016
Darling Ingredients Inc. Common [0.48%]
Superior Energy Services, Inc. [0.44%]
General Cable Corporation Commo [0.44%]
Pier 1 Imports, Inc. Common Sto [0.44%]
Nabors Industries Ltd. [0.44%]
Greif Inc. Class A Common Stock [0.42%]
Avon Products, Inc. Common Stoc [0.42%]
Amedisys Inc [0.41%]
United Natural Foods, Inc. [0.41%]

Dec 30, 2015
Rovi Corporation [0.55%]
Magellan Health, Inc. [0.45%]
CSG Systems International, Inc. [0.41%]
Vishay Intertechnology, Inc. Co [0.41%]
Quality Systems, Inc. [0.41%]
WebMD Health Corp [0.41%]
PAREXEL International Corporati [0.4%]
NeoPhotonics Corporation Common [0.4%]
ICON plc [0.4%]
Wabash National Corporation Com [0.4%]

Sep 29, 2015
Jabil Circuit, Inc. Common Stoc [0.45%]
Synaptics Incorporated [0.41%]
Cash America International, Inc [0.41%]
Investors Real Estate Trust Sha [0.4%]
Inteliquent, Inc. [0.39%]
Sanmina Corporation [0.39%]
Itron, Inc. [0.38%]
Regis Corporation Common Stock [0.38%]
Ennis, Inc. Common Stock [0.38%]
Tetra Tech, Inc. [0.38%]
Click here for Stock Holding Change Map in Transamerica Partners Small Core Fund (DVPEX)

  

Latest News on Transamerica Partners Small Core (DVPEX) Fund

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Transamerica Partners Small Core Fund (DVPEX) Related ResourcesSee more information on Transamerica Partners Small Core (DVPEX) Fund

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