Transamerica Mid Cap Growth (TMIFX)
The investment seeks long term capital appreciation. The fund normally invests primarily in stocks of medium sized companies which the fund's sub-adviser believes will earn high returns on invested capital, benefit from long term secular growth trends, and meet the sub-adviser’s long term valuation criteria. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in securities of medium sized (or mid-cap) companies and other investments with similar economic characteristics.
Fund Info
US89360T5332
Nov 7, 2001
$5,000
Mid-Cap
Growth
Expense Ratio
TMIFX has a high expense ratio of 0.95%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Transamerica Mid Cap Growth (TMIFX) returned 5.06% year-to-date (YTD) and 20.79% over the past 12 months.
TMIFX
5.06%
10.21%
0.40%
20.79%
14.92%
8.86%
N/A
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of TMIFX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | 7.25% | -6.76% | -8.44% | 4.12% | 10.21% | 5.06% | |||||||
2024 | -1.33% | 8.10% | 2.91% | -6.77% | -1.73% | 1.10% | 2.18% | 5.56% | 1.92% | -1.39% | 10.37% | -4.44% | 16.24% |
2023 | 11.27% | -1.05% | 2.13% | -2.99% | 2.15% | 8.80% | 3.38% | -1.40% | -5.69% | -7.29% | 12.33% | 8.69% | 31.92% |
2022 | -13.72% | -1.15% | 1.98% | -13.60% | -4.10% | -8.28% | 11.73% | -3.23% | -9.32% | 6.90% | 5.02% | -6.69% | -32.11% |
2021 | -1.03% | 3.71% | -1.86% | 5.25% | -4.02% | 5.34% | 1.64% | 2.36% | -3.69% | 6.15% | -8.95% | 4.17% | 8.15% |
2020 | 0.91% | -8.15% | -14.99% | 15.43% | 10.85% | 3.63% | 5.43% | 3.57% | -2.16% | -0.33% | 12.41% | 4.19% | 30.28% |
2019 | 12.08% | 4.93% | 1.20% | 3.99% | -2.28% | 6.91% | 0.99% | -1.08% | 1.09% | 3.64% | 4.27% | 1.30% | 42.96% |
2018 | 4.13% | -3.51% | -1.75% | -1.37% | 5.63% | -2.17% | 2.22% | 1.84% | -2.52% | -13.05% | 2.29% | -11.78% | -19.89% |
2017 | 0.99% | 0.53% | -0.15% | 2.77% | -0.00% | -0.44% | 3.44% | 1.13% | 3.36% | 1.76% | 14.11% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of TMIFX is 55, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Transamerica Mid Cap Growth (TMIFX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Transamerica Mid Cap Growth provided a 3.90% dividend yield over the last twelve months, with an annual payout of $0.41 per share.
Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
---|---|---|---|---|---|---|---|---|---|
Dividend | $0.41 | $0.41 | $0.00 | $0.00 | $4.35 | $0.64 | $0.18 | $4.17 | $0.25 |
Dividend yield | 3.90% | 4.10% | 0.00% | 0.00% | 43.24% | 4.68% | 1.65% | 53.57% | 1.68% |
Monthly Dividends
The table displays the monthly dividend distributions for Transamerica Mid Cap Growth. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 | $0.41 |
2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.35 | $4.35 |
2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.64 | $0.64 |
2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.18 |
2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.17 | $4.17 |
2017 | $0.25 | $0.25 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Transamerica Mid Cap Growth. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Transamerica Mid Cap Growth was 55.26%, occurring on Jun 16, 2022. The portfolio has not yet recovered.
The current Transamerica Mid Cap Growth drawdown is 22.34%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-55.26% | Dec 22, 2021 | 122 | Jun 16, 2022 | — | — | — |
-35.61% | Feb 21, 2020 | 22 | Mar 23, 2020 | 71 | Jul 2, 2020 | 93 |
-28.87% | Jan 29, 2018 | 229 | Dec 24, 2018 | 136 | Jul 11, 2019 | 365 |
-12.5% | Nov 2, 2021 | 34 | Dec 20, 2021 | 1 | Dec 21, 2021 | 35 |
-10.33% | Feb 16, 2021 | 15 | Mar 8, 2021 | 96 | Jul 23, 2021 | 111 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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