Transamerica Small/Mid Cap Value Fund
Shareclass
Transamerica Small/Mid Cap Value A (IIVAX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Transamerica Small/Mid Cap Value Fund
FUND COVERAGE
# of holdings154
% of assets85%
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
23 / 40
Gender Equality: Equal Compensation and Work Life Balance
4 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Biogen Inc0.75%$4.89M
- 2. Willis Towers Watson PLC0.44%$2.83M
- 3. Science Applications International Corp0.19%$1.24M
- 4. Baxter International Inc1.08%$7.01M
- 5. Owens-Corning Inc0.39%$2.55M
- 6. Portland General Electric Co0.29%$1.88M
- 7. Sabra Health Care REIT Inc0.45%$2.92M
- 8. Jacobs Solutions Inc0.77%$4.98M
- 9. Tapestry Inc0.42%$2.73M
- 10. NorthWestern Energy Group Inc0.73%$4.7M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Supernus Pharmaceuticals Inc0.14%$886,504
- 2. First Merchants Corp0.34%$2.18M
- 3. U-Haul Holding Co Ordinary Shares - Series N0.89%$5.78M
- 4. Mueller Industries Inc0.91%$5.89M
- 5. Madison Square Garden Sports Corp Class A0.35%$2.29M
- 6. Markel Group Inc1.01%$6.52M
- 7. Vishay Intertechnology Inc0.24%$1.56M
- 8. Gentex Corp0.11%$720,235
- 9. Spectrum Brands Holdings Inc0.2%$1.28M
- 10. United Community Banks Inc0.36%$2.31M
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 surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Transamerica Small/Mid Cap Value Fund
Totals
Holdings
Assets
Weight
Prisons
2
$11.52M
1.78%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
7
$16.37M
2.53%
Borders high risk
5
$10.94M
1.69%
Total
9
$27.88M
4.3%
Holdings — 9 flagged holdings
1.
Tyson Foods Inc Class A
$5.84M
0.9%
2.
Archer-Daniels-Midland Co
$5.68M
0.88%
3.
OSI Systems Inc
:$4.65M
0.72%
4.
Granite Construction Inc
:$4.12M
0.64%
5.
KBR Inc
:$2.42M
0.37%
6.
Leidos Holdings Inc
:$1.85M
0.29%
7.
Elbit Systems Ltd
:$1.3M
0.2%
8.
Science Applications International Corp
:$1.24M
0.19%
9.
Polaris Inc
:$773,129
0.12%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Transamerica Small/Mid Cap Value Fund IIVAX
Environment
Social
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