Transamerica Small Cap Growth C (CSGTX)

Fund Assets	79.60M
Expense Ratio	2.095%
Min. Investment	$1,000
Turnover	47.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	Annual
Ex-Dividend Date	Dec 12, 2025

Previous Close	3.260
YTD Return	-2.98%
1-Year Return	-3.46%
5-Year Return	-18.95%
52-Week Low	3.080
52-Week High	4.310
Beta (5Y)	1.21
Holdings	61
Inception Date	Aug 31, 2012

About CSGTX

Transamerica Small Cap Growth Class C is a mutual fund designed to promote capital growth by investing primarily in small capitalization companies. The fund aims to allocate at least 80% of its net assets to the stocks of small-cap firms, focusing on those identified as high quality and demonstrating strong growth potential. Its investment strategy emphasizes disciplined selection of companies with the potential for above-average expansion, typically targeting businesses in early stages of their corporate life cycles or operating in dynamic, rapidly evolving industries. The fund's approach often results in significant exposure to a wide range of sectors, reflecting the diverse nature of the small-cap universe. Managed by a team with expertise in identifying promising, under-researched enterprises, Transamerica Small Cap Growth Class C serves as a vehicle for investors seeking to capture opportunities in the lower end of the market capitalization spectrum. This fund plays a vital role in providing portfolio diversification and access to innovative, growth-oriented companies that may not be represented in large-cap indices.

• Fund Family: Transamerica
• Category: Small Growth
• Performance Rating: Low
• Risk Rating: Below Average
• Stock Exchange: Nasdaq
• Ticker Symbol: CSGTX
• Share Class: C
• Index: Russell 2000 Growth TR

Performance

CSGTX had a total return of -3.46% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.27%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FECGX	Fidelity	Fidelity Small Cap Growth Index Fund	0.05%
FCIGX	Fidelity	Fidelity Advisor Small Cap Growth I	0.88%
FCPGX	Fidelity	Fidelity Small Cap Growth Fund	0.87%
FCTGX	Fidelity	Fidelity Advisor Small Cap Growth M	1.44%
FCCGX	Fidelity	Fidelity Advisor Small Cap Growth C	1.86%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
TSPIX	I2	1.00%
RTSGX	R6	1.00%
TSPTX	I3	1.00%
ISCGX	I	1.10%

Top 10 Holdings

28.87% of assets

Name	Symbol	Weight
Ligand Pharmaceuticals Incorporated	LGND	4.42%
Oceaneering International, Inc.	OII	3.30%
Chime Financial, Inc.	CHYM	3.01%
Excelerate Energy, Inc.	EE	2.88%
HealthEquity, Inc.	HQY	2.64%
PDF Solutions, Inc.	PDFS	2.56%
Willdan Group, Inc.	WLDN	2.56%
Casella Waste Systems, Inc.	CWST	2.52%
Stevanato Group S.p.A.	STVN	2.51%
UL Solutions Inc.	ULS	2.46%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 12, 2025	$0.7857	Dec 15, 2025
Dec 23, 2024	$0.7806	Dec 24, 2024
Dec 21, 2023	$0.2959	Dec 22, 2023
Dec 21, 2022	$0.2403	Dec 22, 2022
Dec 21, 2021	$0.9721	Dec 22, 2021
Dec 21, 2020	$0.6658	Dec 22, 2020

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

Data Sources Report a data error