Transamerica Small Cap Value (TSLTX) belongs to the Small 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 TSLTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TSLTX
TSLTX charges 0.80% annually. There are 19 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | TSLTX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | TSLTX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 67.80B | Sep 2011 | TSLTX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | TSLTX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | TSLTX vs VRTVX |
Best Risk-Adjusted Alternatives to TSLTX
TSLTX has a PortfoliosLab risk / return rank of 94. There are 5 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 95 | — | Dec 1996 | TSLTX vs MMEYX | |
| Royce Special Equity Fund | 95 | — | May 1998 | TSLTX vs RYSEX | |
| Third Avenue Small Cap Value Fund | 95 | — | Apr 1997 | TSLTX vs TASCX | |
| Aegis Value Fund Class I | 94 | — | May 1998 | TSLTX vs AVALX | |
| PGIM Quant Solutions Small-Cap Value Fund | 94 | — | Jan 1993 | TSLTX vs TASVX |
Top Performing TSLTX Alternatives (YTD)
TSLTX is at 25.53% YTD. There are 10 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 35.19%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 35.19% | — | Dec 1996 | TSLTX vs MMEYX | |
| Columbia Select Small Cap Value Fund | 27.88% | — | Apr 1997 | TSLTX vs SSCVX | |
| Diamond Hill Small Cap Fund Class I | 27.79% | — | Dec 2000 | TSLTX vs DHSIX | |
| Diamond Hill Small Cap Fund | 27.58% | — | Dec 2000 | TSLTX vs DHSCX | |
| Royce Special Equity Fund | 26.73% | — | May 1998 | TSLTX vs RYSEX |
Lowest Volatility Alternatives to TSLTX
TSLTX has 16.25% 1-year volatility. There are 32 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 4.47%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.47% | — | Apr 2019 | TSLTX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 13.98% | — | Apr 1997 | TSLTX vs TASCX | |
| VELA Small Cap Fund | 14.27% | — | Sep 2020 | TSLTX vs VESMX | |
| Pear Tree Polaris Small Cap Fund | 14.36% | — | Aug 1992 | TSLTX vs USBNX | |
| AMG River Road Small-Mid Cap Value Fund | 14.37% | — | Mar 2007 | TSLTX vs ARSMX |
Lowest Drawdown Alternatives to TSLTX
TSLTX has a 1-year max drawdown of -7.73%. There are 4 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | TSLTX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | TSLTX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | TSLTX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | TSLTX vs PMJAX | |
| Columbia Select Small Cap Value Fund | -7.88% | — | Apr 1997 | TSLTX vs SSCVX |
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 | 12 | 2.66% | — | Nov 2009 | TSLTX vs TADAX | |
| Transamerica Asset Allocation Growth Portfolio Fun... | Diversified Portfolio | 51 | 9.93% | — | Feb 2002 | TSLTX vs IAAAX | |
| Transamerica International Small Cap Value | Foreign Small & Mid Cap Equities | 32 | 10.54% | — | Jan 2013 | TSLTX vs TISVX | |
| Transamerica Capital Growth Fund | Large Cap Growth Equities | 2 | -9.57% | — | Mar 1999 | TSLTX vs IALAX | |
| Transamerica Asset Allocation Moderate Portfolio F... | Diversified Portfolio | 46 | 4.82% | — | Feb 2002 | TSLTX vs IMOAX | |
| Transamerica Asset Allocation Moderate Growth Port... | Diversified Portfolio | 49 | 6.95% | — | Feb 2002 | TSLTX vs IMLAX | |
| Transamerica High Yield Muni | High Yield Muni | 82 | 1.38% | — | Jul 2013 | TSLTX vs THYIX | |
| Transamerica Emerging Markets Debt Fund | Emerging Markets Bonds | 87 | 4.59% | — | Aug 2011 | TSLTX vs EMTIX | |
| Transamerica International Equity | Foreign Large Cap Equities | 77 | 15.93% | — | Dec 1992 | TSLTX vs TSWIX | |
| Transamerica Large Value Opportunities | Large Cap Value Equities | 63 | 12.28% | — | Sep 2000 | TSLTX vs TLOFX |
Often Compared With TSLTX
Investors most often compare TSLTX with TSLL, BOSOX, SWPPX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare TSLTX with Any Fund or Stock
Compare TSLTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TSLTX with funds that move differently
Transamerica Small Cap Value alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TSLTX.
Explore TSLTX Diversifiers