Transamerica Mid Cap Value Opportunities

Shareclass
Transamerica Mid Cap Value Opps I (MVTIX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Transamerica Mid Cap Value Opportunities

FUND COVERAGE
# of holdings64
% of assets93%
Score
47 / 100
Rank

80.4 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #214 out of 1,085

Grade
A

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

25 / 40

Gender Equality: Equal Compensation and Work Life Balance

5 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Biogen Inc
         % of fund invested: 1.22%
         $USD invested: $11.95M
  • 2. Willis Towers Watson PLC
         % of fund invested: 0.77%
         $USD invested: $7.51M
  • 3. Baxter International Inc
         % of fund invested: 1.64%
         $USD invested: $16.05M
  • 4. Jacobs Solutions Inc
         % of fund invested: 1.26%
         $USD invested: $12.39M
  • 5. Centene Corp
         % of fund invested: 1.38%
         $USD invested: $13.49M
  • 6. Lululemon Athletica Inc
         % of fund invested: 0.83%
         $USD invested: $8.17M
  • 7. Omnicom Group Inc
         % of fund invested: 0.8%
         $USD invested: $7.8M
  • 8. Graphic Packaging Holding Co
         % of fund invested: 2.01%
         $USD invested: $19.75M
  • 9. Molson Coors Beverage Co Shs -B- Non-Voting
         % of fund invested: 1.84%
         $USD invested: $18.07M
  • 10. PPG Industries Inc
         % of fund invested: 1.74%
         $USD invested: $17.05M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. U-Haul Holding Co Ordinary Shares - Series N
         % of fund invested: 1.25%
         $USD invested: $12.24M
  • 2. Markel Group Inc
         % of fund invested: 1.73%
         $USD invested: $16.95M
  • 3. Huntington Ingalls Industries Inc
         % of fund invested: 2.52%
         $USD invested: $24.73M
  • 4. Match Group Inc Ordinary Shares - New
         % of fund invested: 1.44%
         $USD invested: $14.09M
  • 5. HF Sinclair Corp
         % of fund invested: 1.84%
         $USD invested: $18.06M
  • 6. Corpay Inc
         % of fund invested: 1.48%
         $USD invested: $14.55M
  • 7. Amentum Holdings Inc
         % of fund invested: 1.62%
         $USD invested: $15.9M
  • 8. Noble Corp PLC Class A
         % of fund invested: 0.93%
         $USD invested: $9.11M
  • 9. SS&C Technologies Holdings Inc
         % of fund invested: 0.85%
         $USD invested: $8.34M
  • 10. LKQ Corp
         % of fund invested: 2.77%
         $USD invested: $27.2M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Transamerica Mid Cap Value Opportunities

Totals

Holdings
Assets
Weight
Prisons
2
$28.87M
2.94%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
0
$0
0%
     Borders high risk
0
$0
0%
Total
2
$28.87M
2.94%
Full fund results

Holdings — 2 flagged holdings

1.
Archer-Daniels-Midland Co
Prisons
$14.67M
1.49%
Prisons
$14.67M
1.49%
2.
Tyson Foods Inc Class A
Prisons
$14.2M
1.45%
Prisons
$14.2M
1.45%
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