About TRSLX
Transamerica Small Cap Value R is a mutual fund focused on delivering long-term capital appreciation by investing primarily in equity securities of small-capitalization U.S. companies. Employing a fundamental investment process, the fund conducts a rigorous initial screening to curate a list of potential investments for further analysis, emphasizing companies that fall within the market capitalization range of the Russell 2000 Value Index at the time of purchase. The portfolio is diversified across a range of sectors, including healthcare, industrials, consumer cyclical and defensive businesses, and technology, comprising over 100 equity holdings. Management of the fund is overseen by Transamerica Asset Management, Inc., with Peregrine Capital Management, LLC serving as the sub-advisor. The fund is designed to serve the needs of retirement plans and their participants, and it is particularly notable for its focus on small-cap value stocks, which historically offer unique return and diversification attributes within broader equity portfolios. Its strategy aligns with investors seeking exposure to the growth potential of smaller companies trading at relatively attractive valuations, thus playing a specialized role in the small value segment of the financial market.
Fund Family Transamerica
Category Small Value
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol TRSLX
Share Class R
Index Russell 2000 Value TR
TRSLX had a total return of 32.97% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.67%.
