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IIVLX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Net Assets
696.71M

IIVLX Transamerica Small/Mid Cap Value C Forecast, Technical & Fundamental Analysis

Category MidCapValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Dominion Energy (NYSE:D).

Industry description

The investment seeks maximum total return. The fund normally invests at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in small- and mid-cap equity securities (U.S. equity securities, ADRs and foreign securities trading on U.S. markets). In the small-cap sleeve, the sub-adviser generally will invest in common stocks of companies with small capitalizations that are attractively valued and possess low price cash flow ratios or, in the case of certain financial stocks, low price/earnings ratios and/or low price/book ratios. The fund may invest up to 10% of its total assets in the securities of foreign issuers.

Market Cap

The average market capitalization across the Transamerica Small/Mid Cap Value C MF is 15.28B. The market cap for tickers in the group ranges from 7.03B to 39.96B. D holds the highest valuation in this group at 39.96B. The lowest valued company is OGE at 7.03B.

Volume

The average weekly volume growth across all stocks in the Transamerica Small/Mid Cap Value C MF was -5%. For the same stocks of the MF, the average monthly volume growth was 33% and the average quarterly volume growth was 9%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 58
P/E Growth Rating: 51
Price Growth Rating: 47
SMR Rating: 70
Profit Risk Rating: 61
Seasonality Score: -18 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
Transamerica Funds570 Carillon ParkwaySt Petersburg
Phone
N/A
Web
www.transamericafunds.com
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IIVLX and

Correlation & Price change

A.I.dvisor indicates that over the last year, IIVLX has been closely correlated with JVMRX. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if IIVLX jumps, then JVMRX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IIVLX
1D Price
Change %
IIVLX100%
+0.33%
JVMRX - IIVLX
80%
Closely correlated
+0.43%
JVMCX - IIVLX
80%
Closely correlated
+0.45%
JVMSX - IIVLX
79%
Closely correlated
+0.43%
JVMTX - IIVLX
79%
Closely correlated
+0.43%
JVMAX - IIVLX
76%
Closely correlated
+0.45%
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