Transamerica Mid Cap Value OpportunitiesIAAEX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$809.0M
Expense ratio
0.75%
1-year return
+14.9%
3 years, a year
+10.0%
5 years, a year
+6.3%
Holdings
70
What it aims to do.
Seeks to provide investors with long term capital growth.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| JOBY Fixed Income Clearing Corp. | 6.29% |
| KHC Kraft Heinz Co/The | 2.63% |
| LKQ LKQ Corp | 2.57% |
| D Dominion Energy Inc | 2.28% |
| UHAL-B U-Haul Holding Co | 2.26% |
| EVRG Evergy Inc | 2.23% |
| GPK Graphic Packaging Holding Co | 2.19% |
| CCI Crown Castle Inc | 2.15% |
| FCNCA First Citizens BancShares Inc/NC | 2.12% |
| SSNC SS&C Technologies Holdings Inc | 2.09% |
More on IAAEX.
- IAAEX overview
- IAAEX holdings
- IAAEX risk
- IAAEX costs
- IAAEX money in and out
- IAAEX share classes
- Compare IAAEX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.