Transamerica Mid Cap Value Opportunities
Shareclass
Transamerica Mid Cap Value Opps I (MVTIX)
Type
Open-end mutual fund
Manager
Gender equality score
47
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Small/Mid Cap Equity
Ranking: 214 out of 1,085 funds
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Groups
Categories
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
5/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
0/10
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Regular updates on sustainability risks and ethical concerns in everyday investment products
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Transamerica Mid Cap Value Opportunities MVTIX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Biogen Inc1.22% of assets$11.95M invested
- 2. Willis Towers Watson PLC0.77% of assets$7.51M invested
- 3. Baxter International Inc1.64% of assets$16.05M invested
- 4. Jacobs Solutions Inc1.26% of assets$12.39M invested
- 5. Centene Corp1.38% of assets$13.49M invested
- 6. Lululemon Athletica Inc0.83% of assets$8.17M invested
- 7. Omnicom Group Inc0.8% of assets$7.8M invested
- 8. Graphic Packaging Holding Co2.01% of assets$19.75M invested
- 9. Molson Coors Beverage Co Shs -B- Non-Voting1.84% of assets$18.07M invested
- 10. PPG Industries Inc1.74% of assets$17.05M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. U-Haul Holding Co Ordinary Shares - Series N1.25% of assets$12.24M invested
- 2. Markel Group Inc1.73% of assets$16.95M invested
- 3. Huntington Ingalls Industries Inc2.52% of assets$24.73M invested
- 4. Match Group Inc Ordinary Shares - New1.44% of assets$14.09M invested
- 5. HF Sinclair Corp1.84% of assets$18.06M invested
- 6. Corpay Inc1.48% of assets$14.55M invested
- 7. Amentum Holdings Inc1.62% of assets$15.9M invested
- 8. Noble Corp PLC Class A0.93% of assets$9.11M invested
- 9. SS&C Technologies Holdings Inc0.85% of assets$8.34M invested
- 10. LKQ Corp2.77% of assets$27.2M invested
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Financial performance
Performance data provided by
Find more financial data on MVTIX at Morningstar.com
Find more financial data on MVTIX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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