Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | DVSGX Insights | DVSGX Score | DVSGX Performance | DVSGX News | DVSGX Allocation | DVSGX Holdings Change

Transamerica Partners Small Growth (DVSGX) Fund Ranking and Research

Ranking, Research and Recommendation of Transamerica Partners Small Growth (DVSGX) Fund

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

 

Graph of Transamerica Partners Small Growth Fund (DVSGX) 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: 0.74)     (What does this score mean?)

 

Graph of Transamerica Partners Small Growth Fund (DVSGX) ProfileTransamerica Partners Small Growth Fund (DVSGX) Profile

Fund Profile and Description

Transamerica Partners Small Growth Fund seeks to provide a high total investment return through investing in a diversified portfolio of common stocks. Transamerica Partners Small Growth 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 Small Growth (DVSGX) Fund Strength What we like about Transamerica Partners Small Growth (DVSGX) Fund

Data for Transamerica Partners Small Growth Fund (DVSGX) as of May 30, 2016

  • Transamerica Partners Small Growth Fund (DVSGX) management has been with Transamerica Partners Small Growth Fund for 7.1 years
  • Transamerica Partners Small Growth Fund (DVSGX) has good short-term performance (1-year return 1.95% vs -7.74% Small Growth category median performance)
  • Transamerica Partners Small Growth Fund (DVSGX) has good mid-term performance (3-year return 9.56% vs 6.86% Small Growth category median performance)
  • Transamerica Partners Small Growth Fund (DVSGX) ratio of up-years vs down years is greater than 2
  • Asset base in Transamerica Partners Small Growth Fund (DVSGX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Transamerica Partners Small Growth Fund (DVSGX) has an annual stock turnover rate of 53.00% vs Small Growth average of 63.11%. It is good that Transamerica Partners Small Growth management does not trade extensively for its return.
  • Transamerica Partners Small Growth Fund (DVSGX) is less volatile than its peers as it has a 3-year Standard Deviation of 15.28, lower than category average of 15.82

Transamerica Partners Small Growth Fund (DVSGX) Weakness What we are cautious about Transamerica Partners Small Growth (DVSGX) Fund

Data for Transamerica Partners Small Growth Fund (DVSGX) as of May 30, 2016

  • Transamerica Partners Small Growth Fund (DVSGX) has a less-than-ideal Long-term performance (5-year return 5.35% vs 7.01% Small Growth category median performance)
  • Transamerica Partners Small Growth Fund (DVSGX) has a Morningstar rating of 3 and below
  • Transamerica Partners Small Growth Fund (DVSGX) has a higher expense ratio of 1.55% than its Small Growth average of 1.31%
  • Even though Transamerica Partners Small Growth Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Transamerica Partners Small Growth Fund (DVSGX) performance details as of May 30, 2016

 

What do you think?

 

Compare Transamerica Partners Small Growth Fund (DVSGX)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 Small Growth4.381.959.565.35
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 Small Growth Fund (DVSGX)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 Small Growth Fund (DVSGX) Net Asset TrackingTransamerica Partners Small Growth (DVSGX) Fund Net Asset

Track net asset change of Transamerica Partners Small Growth fund (DVSGX)

DateNet Asset
05/2016$38.27M
03/2016$37.49M
02/2016$35.83M
More historic net asset information on Transamerica Partners Small Growth Fund (DVSGX)

  

Graph of Transamerica Partners Small Growth Fund (DVSGX) Portfolio TrackingTransamerica Partners Small Growth (DVSGX) Fund Portfolio Allocation

Track portfolio allocation change of Transamerica Partners Small Growth fund (DVSGX)

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 Small Growth Fund (DVSGX)

 

graph of Transamerica Partners Small Growth Fund (DVSGX) Top 10 Position TrackingTop 10 Holdings in Transamerica Partners Small Growth (DVSGX) Fund

Discover what Transamerica Partners Small Growth Fund (DVSGX) 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 Small Growth Fund (DVSGX)

  

Latest News on Transamerica Partners Small Growth (DVSGX) Fund

See what is happening with Transamerica Partners Small Growth Fund (DVSGX)

    No recent news

 

Transamerica Partners Small Growth Fund (DVSGX) Related ResourcesSee more information on Transamerica Partners Small Growth (DVSGX) Fund

Popular pages on Transamerica Partners Small Growth (DVSGX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update