Transamerica Small/Mid Cap Value I (TSVIX) Research

This fund typically allocates a minimum of 80% of its net assets, including any borrowed capital used for investment, to equity securities issued by small and mid-sized companies. These may include U.S. stocks, American Depositary Receipts (ADRs), and foreign securities listed on U.S. exchanges. Within its small-capitalization holdings, the sub-adviser primarily targets common stocks of smaller companies deemed to be undervalued. These typically exhibit low price-to-cash flow ratios, or, for financial sector companies, often display favorable price-to-earnings and/or price-to-book value metrics. A maximum of 10% of the fund's total assets may be allocated to securities issued by companies based outside the United States.

Market snapshot

Symbol
TSVIX
Price
$30.35
Day change
+0.36%
Market cap
$987.3M
52-week range
27.33-31.07
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Applied Finance Explorer fund Investor Class (AFDVX)
  • American Century One Choice Portfolio: Aggressive Investor Class (AOGIX)
  • American Century One Choice 2050 Ptf Investor Class (ARFVX)
  • Artisan Mid Cap Value Fd Investor Shs (ARTQX)
  • Clarkston Partners Fund Institutional Class (CISMX)
  • Glenmede Small Cap Equity Portfolio Class Advisor (GTCSX)
  • Neuberger Berman Focus Trust (NBFCX)
  • T. Rowe Price International Eq Index (PIEQX)

Open Transamerica Small/Mid Cap Value I (TSVIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.