DIMGX: Transamerica Partners Instl Mid Gr

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DIMGX Transamerica Partners Instl Mid Gr

  • Fund
  • DIMGX
  • Price as of: N/A
  • N/A
    N/A N/A
  • Primary Category
  • N/A
  • Fund Company
  • N/A
  • Share Class

Profile

DIMGX - Profile

Vitals

  • YTD Return N/A
  • 3 Yr Annualized Return 6.9%
  • 5 Yr Annualized Return 11.0%
  • Net Assets $17.6 M
  • Holdings in Top 10 34.8%

52 WEEK LOW AND HIGH

N/A
N/A
N/A

Expenses

OPERATING RELATED FEES

  • Expense Ratio 1.22%

SALES FEES

  • Front Load N/A
  • Deferred Load N/A

BROKERAGE FEES

  • Turnover 70.00%

TRADING FEES

  • Max Redemption Fee N/A

Min Investment

  • Standard (Taxable) $0
  • IRA $5,000

Fund Classification

  • Primary Caregory N/A
  • Fund Type Open End Mutual Fund
  • Investment Style Mid-Cap Growth

Distributions

  • YTD Total Return N/A
  • 3 Yr Annualized Total Return 6.9%
  • 5 Yr Annualized Total Return 11.0%
  • Capital Gain Distribution Frequency Annually
  • Net Income Ratio -0.31%
DIVIDENDS
  • Dividend Yield 0.0%
  • Dividend Distribution Frequency Quarterly

Fund Details

  • Legal Name
    Transamerica Partners Institutional Mid Growth Fund
  • Fund Family Name
    N/A
  • Inception Date
    Nov 07, 2001
  • Shares Outstanding
    N/A
  • Share Class
    Other
  • Currency
    USD
  • Domiciled Country
    United States

Fund Description

The fund normally invests primarily in stocks of medium sized companies which the fund's sub-adviser, Quantum Capital Management (the "sub-adviser"), believes have the potential to deliver earnings growth in excess of the market average, or to become market leaders. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in securities of medium sized (or mid-cap) companies and other investments with similar economic characteristics.


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Categories

DIMGX - Mutual Fund Categories


Performance

DIMGX - Performance

Return Ranking - Trailing

Period DIMGX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A -47.8% 50.0% N/A
1 Yr 29.9% -47.8% 21.8% N/A
3 Yr 6.9%* -23.7% 25.0% N/A
5 Yr 11.0%* -30.0% 15.6% N/A
10 Yr 7.7%* -11.8% 17.5% N/A

* Annualized

Return Ranking - Calendar

Period DIMGX Return Category Return Low Category Return High Rank in Category (%)
2018 N/A -52.1% 9.2% N/A
2017 N/A -38.9% 36.0% N/A
2016 N/A -61.7% 27.9% N/A
2015 N/A -82.5% 12.2% N/A
2014 N/A -23.5% 17.9% N/A

Total Return Ranking - Trailing

Period DIMGX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A -47.8% 50.0% N/A
1 Yr 29.9% -47.8% 29.1% N/A
3 Yr 6.9%* -22.1% 28.2% N/A
5 Yr 11.0%* -25.2% 18.0% N/A
10 Yr 7.7%* -6.4% 18.9% N/A

* Annualized

Total Return Ranking - Calendar

Period DIMGX Return Category Return Low Category Return High Rank in Category (%)
2018 N/A -51.7% 12.2% N/A
2017 N/A -7.0% 56.2% N/A
2016 N/A -61.7% 27.9% N/A
2015 N/A -54.0% 12.2% N/A
2014 N/A -23.5% 18.1% N/A

NAV & Total Return History


Holdings

DIMGX - Holdings

Concentration Analysis

DIMGX Category Low Category High DIMGX % Rank
Net Assets 17.6 M 1.44 M 33.8 B N/A
Number of Holdings 40 13 2232 N/A
Net Assets in Top 10 35.4 M 616 K 7.12 B N/A
Weighting of Top 10 34.76% 6.7% 148.7% N/A

Top 10 Holdings

  1. CIT Group Inc 4.10%
  2. Air Lease Corp Class A 3.79%
  3. NXP Semiconductors NV 3.52%
  4. IAC/InterActiveCorp 3.46%
  5. Mylan NV 3.42%
  6. Micron Technology Inc 3.40%
  7. Biomarin Pharmaceutical Inc 3.38%
  8. Ally Financial Inc 3.31%
  9. Spirit AeroSystems Holdings Inc 3.21%
  10. Wyndham Worldwide Corp 3.17%

Asset Allocation

Weighting Return Low Return High DIMGX % Rank
Stocks
99.96% 20.28% 127.86% N/A
Other
0.03% -7.94% 70.89% N/A
Preferred Stocks
0.00% 0.00% 3.25% N/A
Convertible Bonds
0.00% 0.00% 0.59% N/A
Cash
0.00% -48.52% 36.01% N/A
Bonds
0.00% -0.45% 43.05% N/A

Stock Sector Breakdown

Weighting Return Low Return High DIMGX % Rank
Technology
21.70% 0.00% 69.27% N/A
Healthcare
20.20% 0.00% 62.34% N/A
Consumer Cyclical
14.23% 0.00% 48.02% N/A
Industrials
14.00% 0.00% 40.82% N/A
Financial Services
12.54% 0.00% 40.09% N/A
Energy
6.34% 0.00% 14.07% N/A
Basic Materials
5.98% 0.00% 13.78% N/A
Communication Services
2.86% 0.00% 11.66% N/A
Consumer Defense
2.11% 0.00% 17.24% N/A
Utilities
0.00% 0.00% 11.63% N/A
Real Estate
0.00% 0.00% 48.22% N/A

Stock Geographic Breakdown

Weighting Return Low Return High DIMGX % Rank
US
96.44% 7.34% 123.93% N/A
Non US
3.52% 0.00% 70.47% N/A

Expenses

DIMGX - Expenses

Operational Fees

DIMGX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 1.22% 0.07% 6.14% N/A
Management Fee 0.72% 0.06% 1.50% N/A
12b-1 Fee 0.25% 0.00% 1.00% N/A
Administrative Fee 0.05% 0.01% 0.72% N/A

Sales Fees

DIMGX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load N/A 0.00% 5.75% N/A
Deferred Load N/A 1.00% 5.50% N/A

Trading Fees

DIMGX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Max Redemption Fee N/A 0.05% 2.00% N/A

Related Fees

Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.

DIMGX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 70.00% 1.85% 495.00% N/A

Distributions

DIMGX - Distributions

Dividend Yield Analysis

DIMGX Category Low Category High DIMGX % Rank
Dividend Yield 0.00% 0.00% 0.05% N/A

Dividend Distribution Analysis

DIMGX Category Low Category High Category Mod
Dividend Distribution Frequency Quarterly Annually Semi-Annually Annually

Net Income Ratio Analysis

DIMGX Category Low Category High DIMGX % Rank
Net Income Ratio -0.31% -2.55% 4.79% N/A

Capital Gain Distribution Analysis

DIMGX Category Low Category High Capital Mode
Capital Gain Distribution Frequency Annually Annually Semi-Annually Annually

Dividend Payout History

View More +

Fund Manager Analysis

DIMGX - Fund Manager Analysis

Tenure Analysis

Category Low Category High Category Average Category Mode
0.0 33.38 8.62 8.84