About TSLRX
Transamerica Small Cap Value Fund R6 is a mutual fund designed for retirement plans and institutional investors seeking exposure to the U.S. small-cap value segment. The fund primarily invests in the equity securities of small-cap companies that exhibit attractive value characteristics, such as lower price-to-earnings ratios and solid fundamentals relative to their peers. By focusing on undervalued businesses within the small-cap universe, the fund aims to provide long-term capital appreciation. Its portfolio is diversified across various sectors, including industrials, energy, technology, financial services, consumer cyclical, healthcare, and utilities, with the top holdings representing a modest share of total assets. The R6 share class, intended for eligible retirement plans, features a competitive expense ratio and is structured to minimize expenses for large-scale investors. Transamerica Small Cap Value Fund R6 plays a significant role in the market by helping retirement plan participants and other institutional investors access potential growth opportunities within smaller, undervalued U.S. companies, contributing to broader portfolio diversification.
Fund Family Transamerica
Category Small Value
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol TSLRX
Share Class R6
Index Russell 2000 Value TR
TSLRX had a total return of 26.65% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.34%.
