About TAGFX
Transamerica Mid Cap Growth Fund is a mutual fund designed to provide investors with exposure to U.S. mid-cap companies that exhibit strong growth characteristics. The fund maintains a concentrated portfolio of high conviction growth stocks, employing a disciplined, long-term investment approach with a tendency to avoid highly cyclical sectors. Its strategy focuses on identifying companies with high growth rates in earnings, sales, book value, and cash flow, typically resulting in holdings that possess higher valuations and lower dividend yields compared to peers.
The fund allocates assets across diverse industries, with significant positions in technology, financial services, healthcare, energy, and industrial sectors. Notable holdings from recent portfolio data include Ares Management, CDW Corp, Targa Resources, Veeva Systems, and Clean Harbors, reflecting the fund’s targeted growth orientation. Mid-cap growth funds like this one play a crucial role in diversified portfolios by seeking capital appreciation while balancing the volatility and growth potential characteristic of mid-sized companies. Transamerica Mid Cap Growth Fund serves investors looking for long-term growth through a carefully selected, actively managed pool of mid-cap equities.
Fund Family Transamerica
Category Mid-Cap Growth
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol TAGFX
Share Class R6
Index Russell 3000 TR
TAGFX had a total return of -2.98% in the past year, including dividends. Since the fund's
inception, the average annual return has been 2.82%.
