Transamerica Mid Cap Value Opportunities (TOTTX) belongs to the Mid Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TOTTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TOTTX
TOTTX charges 0.74% annually. There are 25 mutual funds in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | TOTTX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.70B | Sep 2011 | TOTTX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | TOTTX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | TOTTX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | TOTTX vs VMVIX |
Best Risk-Adjusted Alternatives to TOTTX
TOTTX has a PortfoliosLab risk / return rank of 15. There are 101 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 89 | — | Nov 2001 | TOTTX vs SMVTX | |
| Invesco Value Opportunities Fund Class Y | 87 | — | Mar 2005 | TOTTX vs VVOIX | |
| Invesco Value Opportunities Fund | 87 | — | Jun 2001 | TOTTX vs VVOAX | |
| Invesco V.I. American Value Fund | 87 | — | Jan 1997 | TOTTX vs UMCVX | |
| Harbor Mid Cap Value Fund | 86 | — | Mar 2002 | TOTTX vs HAMVX |
Top Performing TOTTX Alternatives (YTD)
TOTTX is at 4.39% YTD. There are 104 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 24.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco V.I. American Value Fund | 24.24% | — | Jan 1997 | TOTTX vs UMCVX | |
| Invesco Value Opportunities Fund Class Y | 24.11% | — | Mar 2005 | TOTTX vs VVOIX | |
| Invesco Value Opportunities Fund | 23.96% | — | Jun 2001 | TOTTX vs VVOAX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 21.54% | — | Nov 2001 | TOTTX vs SMVTX | |
| Fidelity Value Strategies Fund | 21.04% | — | Dec 1983 | TOTTX vs FSLSX |
Lowest Volatility Alternatives to TOTTX
TOTTX has 13.20% 1-year volatility. There are 32 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.41% | 36.70B | Sep 2011 | TOTTX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.42% | — | Aug 2006 | TOTTX vs VMVIX | |
| Nuance Mid Cap Value Fund | 11.52% | — | Dec 2013 | TOTTX vs NMAVX | |
| Principal MidCap Value Fund I | 11.74% | — | Dec 2003 | TOTTX vs PVMIX | |
| American Century Mid Cap Value Fund A Class | 11.88% | — | Mar 2004 | TOTTX vs ACLAX |
Lowest Drawdown Alternatives to TOTTX
TOTTX has a 1-year max drawdown of -9.51%. There are 63 mutual funds in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM Quant Solutions Mid-Cap Value Fund | -6.31% | — | Aug 1998 | TOTTX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | TOTTX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | TOTTX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | TOTTX vs HAMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | -6.95% | 36.70B | Sep 2011 | TOTTX vs VMVAX |
Other Mutual Funds from Transamerica
The 10 most viewed Transamerica mutual funds shown here include TADAX, IAAAX, TISVX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Transamerica US Growth | Large Cap Growth Equities | 31 | 10.15% | — | Nov 2009 | TOTTX vs TADAX | |
| Transamerica Asset Allocation Growth Portfolio Fun... | Diversified Portfolio | 53 | 10.35% | — | Feb 2002 | TOTTX vs IAAAX | |
| Transamerica International Small Cap Value | Foreign Small & Mid Cap Equities | 18 | 9.29% | — | Jan 2013 | TOTTX vs TISVX | |
| Transamerica Capital Growth Fund | Large Cap Growth Equities | 4 | 0.98% | — | Mar 1999 | TOTTX vs IALAX | |
| Transamerica Asset Allocation Moderate Growth Port... | Diversified Portfolio | 54 | 7.58% | — | Feb 2002 | TOTTX vs IMLAX | |
| Transamerica High Yield Muni | High Yield Muni | 62 | 2.46% | — | Jul 2013 | TOTTX vs THYIX | |
| Transamerica Emerging Markets Debt Fund | Emerging Markets Bonds | 87 | 4.79% | — | Aug 2011 | TOTTX vs EMTIX | |
| Transamerica Large Value Opportunities | Large Cap Value Equities | 31 | 7.78% | — | Sep 2000 | TOTTX vs TLOFX | |
| Transamerica Asset Allocation Moderate Portfolio F... | Diversified Portfolio | 55 | 5.63% | — | Feb 2002 | TOTTX vs IMOAX | |
| Transamerica International Equity | Foreign Large Cap Equities | 35 | 12.64% | — | Dec 1992 | TOTTX vs TSWIX |
Often Compared With TOTTX
Investors most often compare TOTTX with FASOX, FSOAX, FASPX. These 7 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity Advisor Value Strategies Fund Class I | Mid Cap Value Equities | 76 | 21.02% | — | Jul 1995 | TOTTX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | Mid Cap Value Equities | 33 | 20.88% | — | Sep 1996 | TOTTX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | Mid Cap Value Equities | 75 | 20.76% | — | Aug 1986 | TOTTX vs FASPX | |
| Victory RS Value Fund | Mid Cap Value Equities | 17 | 5.96% | — | Jun 1993 | TOTTX vs RSVAX | |
| Transamerica Small/Mid Cap Value Fund | Mid Cap Value Equities | 45 | 10.90% | — | Apr 2001 | TOTTX vs IIVAX | |
| Nuveen Multi Cap Value Fund | Mid Cap Value Equities | 79 | 13.39% | — | Nov 1997 | TOTTX vs NQVRX | |
| Transamerica Small Cap Value | Small Cap Value Equities | 86 | 21.86% | — | Jan 2003 | TOTTX vs TSLTX |
Compare TOTTX with Any Fund or Stock
Compare TOTTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TOTTX with funds that move differently
Transamerica Mid Cap Value Opportunities alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TOTTX.
Explore TOTTX Diversifiers