Nasdaq USD

Transamerica Small Cap Growth I2 (TSPIX)

6.78 -0.06 (-0.88%)
At close: 8:00 PM EDT

Investment Information

Min Initial Investment
1,000,000
Min Initial Investment, IRA
10,000
Min Initial Investment, AIP
100,000
Min Subsequent Investment
10,000,000
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
0.5

Broker Availability

  • Cetera Advisors LLC
  • Cetera Advisor Networks LLC
  • Comerica Bank
  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • JPMorgan
  • Vanguard
  • TD Ameritrade Trust Company
  • LPL SAM Eligible - 11.01.2023
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • Schwab Institutional Only
  • Vanguard NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • Scottrade NTF
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • ADP Access
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NTF
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • ADP Access Open Fund Architecture
  • Securities America Inc.
  • Zhejiang Akcome New Energy Technology Co Ltd
  • Vanguard TF
  • JP Morgan No Load
  • Cetera Financial Specialists LLC- Premier
  • LPL SWM
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Lincoln Investment Planning
  • Pershing Retirement Plan Network
  • LPL Brokerage Availability - February 2024
  • Mid Atlantic Clearing and Settlement

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of borrowing, if any, for investment purposes) in stocks of small capitalization companies. The fund's sub-adviser primarily focuses on seeking to identify high quality, high-growth small capitalization companies. It may invest in foreign securities through American Depositary Receipts ("ADRs"), and generally will not invest more than 10% of fund assets in foreign securities.

Fund Overview

Category Small Growth
Fund Family Transamerica
Net Assets 121.17M
YTD Return 3.93%
Yield 0.00%
Morningstar Rating
Inception Date Aug 31, 2012

Performance & Risk

YTD Return 2.42%
5y Average Return 7.37%
Rank in Category (ytd) 92
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

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