TSVIX Mutual Fund

TSVIX Mutual Fund

NAV$32.47
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Fund Essentials - as of Jan 31, 2026

Net Assets
$254M
Expense Ratio
0.91%
Dividend Yield (Current)
8.86%
Holdings
228
Inception Date
Nov 30, 2009
Fund Family
Transamerica
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually
SEC 30-Day Yield
PRO

Performance

YTD+15.69%
1 Year+25.06%
3 Year+12.37%
5 Year+7.87%
10 Year+10.08%

Asset Allocation

Stocks: 96.81%
Bonds: 3.15%
Cash: 0.05%
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Top Holdings

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TickerNameWeight
-Fixed Inc Clearing Corp.Repo 2026-02-023.15%
FCNCAFirst Citizens BancShares Inc1.67%
KHCKraft Heinz Co.1.64%
LKQLkq Corp.1.55%
GPKGraphic Packaging Holding Co1.50%
Top 10 Concentration: 16.15%Report Date: Jan 31, 2026
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Dividend Summary

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Dividend Yield (Current)
8.86%
Frequency
Annually
Latest Distribution
$3.42
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

TSVIX Mutual Fund Overview

TSVIX Mutual Fund (Transamerica Small/Mid Cap Value Fund Class I) is managed by Transamerica with $254.0M in net assets. TSVIX expense ratio is 0.91%, holding 228 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2009-11-30.

TSVIX performance shows a YTD return of 15.69%. The 1-year return is 25.06% and the 5-year return is 7.87%. TSVIX dividend yield stands at 8.86%, paid annually.

TSVIX top holdings include Fixed Inc Clearing Corp.Repo 2026-02-02 (3.1%), First Citizens BancShares Inc (1.7%), Kraft Heinz Co. (1.6%), Lkq Corp. (1.6%), Graphic Packaging Holding Co (1.5%). Go to all TSVIX holdings, TSVIX sectors, or TSVIX dividends.

TSVIX can be compared against other funds. Use TSVIX overlap to find shared positions, or TSVIX vs another fund for a side-by-side view. TSVIX alternatives are available via the screener, along with tax-loss harvesting opportunities.