About TOTFX
Transamerica Mid Cap Value Opportunities Fund R4 is a mutual fund focused on delivering long-term capital growth by investing primarily in equity securities of mid-cap companies. The fund emphasizes a value-oriented investment approach, targeting businesses that appear undervalued by the broader market and are believed to offer significant potential for appreciation. Its portfolio spans diversified sectors, with notable allocations to utilities, healthcare, industrials, and consumer defensive industries, and typically contains a mix of about 68 holdings. The strategy is actively managed, seeking out mid-cap companies with strong fundamentals but overlooked by prevailing market prices. As part of its structure, the fund aims for an expense ratio that is competitive among its peer group, and it provides annual dividend payouts. With risk and return characteristics typical of the mid-cap value category, the fund serves investors looking for exposure to companies positioned between large, established firms and smaller, more volatile entities, thereby offering a blend of growth potential and relative stability in the equity market.
Fund Family Transamerica
Category Mid-Cap Value
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol TOTFX
Share Class R4
Index Russell MidCap Value TR
TOTFX had a total return of 9.74% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.21%.
