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Mutual Fund Insights: Transamerica Small/Mid Cp Val B Fund (IIVBX)

In-depth Analysis of Transamerica Small/Mid Cp Val B Fund (IIVBX)

Mutual fund chart: Transamerica Small/Mid Cp Val B Fund (IIVBX)

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See Transamerica Small/Mid Cp Val B Fund (IIVBX) performance details as of February 28, 2010

  

    Last Trade: $17.27 on 3/19/2010, Change: -0.20 (-1.14%)
Experiment our closing price forecasting tool for Transamerica Small/Mid Cp Val B Fund (IIVBX) (alpha release)

  

Fund ManagerFund Manager - Jeffery J Hoo

Fund Manager Tenure: 1.5 years   [Similar Funds: IIVAX  IIVLX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Jeffery J Hoo is a principal and portfolio manager, and Jeffery J Hoo joined Transamerica in 2005 and has over 7 years of investment industry experience. Prior to Transamerica, Hoo served as a senior vice president and security analyst at Westcap from 1997 to 2005. Jeffery J Hoo holds the Chartered Financial Analyst designation.  Get more insights on Jeffery J Hoo

  

What we like about Transamerica Small/Mid Cp Val B Fund (IIVBX) What we like about Transamerica Small/Mid Cp Val B Fund (IIVBX)

Data for Transamerica Small/Mid Cp Val B Fund (IIVBX) as of February 28, 2010

  • Transamerica Small/Mid Cp Val B Fund (IIVBX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
  • Transamerica Small/Mid Cp Val B Fund (IIVBX) has good short-term performance (1-year return 72.82% vs 67.42 % Small Blend category average)
  • Transamerica Small/Mid Cp Val B Fund (IIVBX) has good mid-term performance (3-year return 1.89% vs -6.15 % Small Blend category average)
  • Transamerica Small/Mid Cp Val B Fund (IIVBX) has good Long-term performance (5-year return 5.39% vs 0.83 % Small Blend category average)
  • Transamerica Small/Mid Cp Val B Fund (IIVBX) ratio of up-years vs down years is greater than 2
  • Transamerica Small/Mid Cp Val B Fund (IIVBX) has a Morningstar rating of 4 and above

  

What we are cautious about Transamerica Small/Mid Cp Val B Fund (IIVBX) What we are cautious about Transamerica Small/Mid Cp Val B Fund (IIVBX)

Data for Transamerica Small/Mid Cp Val B Fund (IIVBX) as of February 28, 2010

  • Transamerica Small/Mid Cp Val B Fund (IIVBX) management has been with Transamerica Small/Mid Cp Val B Fund for only 1.5 years, it is hard to judge manager's ability based on this fund's operation record
  • Transamerica Small/Mid Cp Val B Fund (IIVBX) has an annual stock turnover rate of 101.00% that is higher than the Small Blend average of 97.63%. This could mean Transamerica Small/Mid Cp Val B is more nimble, but also signal potential high tax impact and high trading fees
  • Transamerica Small/Mid Cp Val B Fund (IIVBX) is more volatile than its peers as it has a 3-year Standard Deviation of 26.46 that is higher than category average of 25.44
  • Transamerica Small/Mid Cp Val B Fund (IIVBX) has a higher management fee of 2.24% than its Small Blend average of 1.53%
  • Transamerica Small/Mid Cp Val B Fund (IIVBX) carries a 5% load
See Transamerica Small/Mid Cp Val B Fund (IIVBX) performance details as of February 28, 2010

  

  

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Transamerica Small/Mid Cp Val B Fund (IIVBX) Net Asset

Track net asset change of Transamerica Small/Mid Cp Val B fund (IIVBX)

DateNet Asset
02/2010$444.65M
01/2010$37.48M
11/2009$35.98M
More historic net asset information on Transamerica Small/Mid Cp Val B Fund (IIVBX)

  

Transamerica Small/Mid Cp Val B Fund (IIVBX) Portfolio Allocation

Track portfolio allocation change of Transamerica Small/Mid Cp Val B fund (IIVBX)

DateCashStockBondOther
09/20095.45%94.55%0%0%
06/20094.07%95.93%0%0%
03/20092.05%97.95%0%0%
Click here to see more historic asset allocation information on Transamerica Small/Mid Cp Val B Fund (IIVBX)

  

Most Recent Top 10 Holdings in Transamerica Small/Mid Cp Val B Fund (IIVBX)

Discover what Transamerica Small/Mid Cp Val B Fund (IIVBX) manager is buying

30-Sep-09
KANSAS CITY SOUTHERN [3.26%]
GEN CABLE CP [2.87%]
COMSTOCK RES [2.5%]
Arris Group Inc [2.48%]
CHARLES RIVER LAB [2.41%]
PARTNERRE LTD [2.36%]
MANPOWER INC [2.34%]
CITY NATL CP [2.28%]
JONES LANG LASALLE [2.25%]
BANK OF HAWAII CP [2.24%]

30-Jun-09
TENNECO INC [4.25%]
GEN CABLE CP [3.17%]
INTREPID POTASH INC [2.81%]
PETROHAWK ENERGY CP [2.78%]
Arris Group Inc [2.78%]
CHARLES RIVER LAB [2.64%]
PARTNERRE LTD [2.58%]
HCC INSURANCE HLDGS [2.5%]
ANNALY CAPITAL MANAG [2.49%]
OMEGA HEALTHCARE INV [2.45%]

31-Mar-09
FTI Consulting Inc. [3.97%]
Annaly Capital Management Inc [3.81%]
Macrovision Solutions Corporati [3.7%]
Allscripts-Misys Healthcare Sol [3.52%]
HCC Insurance Holdings, Inc. [3.43%]
Omega Healthcare Investors, Inc [3.38%]
PartnerRe Ltd. [3.23%]
Petrohawk Energy Corp [3.15%]
Arris Group Inc [3.03%]
Terra Industries, Inc. [2.91%]
Click here for Stock Holding Change Map in Transamerica Small/Mid Cp Val B Fund (IIVBX)

  

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