IIVAX Rating, Research - Transamerica Small/Mid Cp Val A

Transamerica Small/Mid Cp Val A (iivax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 25

Threats + Weaknesses = 12

When strengths & opportunities substantially exceed threats & weaknesses an investment in the iivax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Transamerica Small/Mid Cp Val A (IIVAX) Description: IIVAX is a mutual fund, which is an investment that owns a basket of assets. The IIVAX mutual fund was provided by Transamerica and this investment vehicle derives the majority of its value from equity holdings (stocks). Transamericas mutual fund has a short management tenure and is in the average fund size classification. IIVAXs minimum initial investment amount is $1000 while the IRA minimum is $1000. IIVAXs expense ratio is roughly 2%. The latest IIVAXs front end load was 6% and the back end load was 0%. The Transamerica Small/Mid Cp Val A (IIVAX) mutual fund falls under the small mixed category. IIVAX focuses its investments in USA and IIVAX is not affiliated with a particular industry or fund sector. The Transamerica Small/Mid Cp Val A (IIVAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find IIVAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of IIVAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund normally invests primarily in common stocks (see stock research) and invests at least 80% of assets in securities of companies with small market capitalizations. It invests in companies that Fidelity Management & Research Company believes have above-average growth potential. The fund invests in domestic and foreign issuers and uses fundamental analysis of factors such as each issuer??s financial condition and industry position, as well as market and economic conditions to select investments.

Management Analysis Update

Transamerica Small/Mid Cp Val A has a consistent strategy that will help it to outperform in the future.

Performance Analysis Update