MCVCX

Active

Transamerica Mid Cap Value Opportunities

Category: US Equity (9,528 funds)

Expense Ratio
1.86%
Annual Cost per $10K
$186.00
30-Year Fee Drag per $10K
$31,141
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+5.12%

Asset Allocation

US Equity
85%
Intl Equity
7%
Cash
7%

Fee Comparison

MCVCX
1.86%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

75% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

+22.78%3Y
Compare to

Fee Impact Calculator

$
%
MCVCX at 1.86%$224,910
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$155,703
Cost vs index fund−$152,514

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

TickerNameER
MCVCXTransamerica Mid Cap Value Opportunities1.86%
CICEXInvestment Co of America0.85%
NLSAXNeuberger Berman Long Short Fund1.68%
CDIRXColumbia Dividend Income Fund1.15%
MEGBXMFS Growth Fund1.58%
PAMCXT. Rowe Price Mid-Cap Growth Fund, Inc.1.01%
JDVFXDisciplined Value Fund1.71%
FACGXFidelity Advisor Growth Opportunities Fund1.49%
PMAQXMidCap Fund1.46%
FRGSXFranklin Growth Fund1.54%
FRDRXFranklin Rising Dividends Fund1.08%
FNITXFidelity Advisor New Insights Fund1.15%
FDNRXFranklin Dynatech Fund1.07%
PASVXT. Rowe Price Small-Cap Value Fund, Inc.1.16%
HDGRXTHE HARTFORD DIVIDEND AND GROWTH FUND1.34%
OAKMXOakmark Fund0.91%
WFPCXAllspring Special Mid Cap Value Fund1.87%
JMGFXJPMorgan Mid Cap Growth Fund1.09%
PAFDXT. Rowe Price Equity Income Fund0.98%
MLABXNYLI Winslow Large Cap Growth Fund1.86%
MCVRXMFS Mid Cap Value Fund1.24%
UBVAXUndiscovered Managers Behavioral Value Fund1.24%
CSECXCalvert Equity Fund1.65%
FSIUXInvesco Dividend Income Fund1.69%
LMPLXClearBridge Large Cap Growth Fund1.33%
PAWAXT. Rowe Price All-Cap Opportunities Fund1.05%
MCPRXMFS Mid Cap Growth Fund1.02%
TRMCXT. Rowe Price Mid-Cap Value Fund, Inc.0.84%
DDFIXInvesco Diversified Dividend Fund1.07%
GOGFXVictory Sycamore Small Company Opportunity Fund1.23%
PCSMXSmallCap Growth Fund I1.44%
BPTUXBaron Partners Fund1.99%
FCPVXFidelity Small Cap Value Fund1.20%
VSCAXInvesco Small Cap Value Fund1.35%
FAEGXFidelity Advisor Equity Growth Fund1.17%
SHISXBlackRock Health Sciences Opportunities Portfolio1.15%
POLRXPolen Growth Fund1.22%
FKMCXFidelity Mid-Cap Stock Fund1.69%
FTCHXInvesco Technology Fund1.76%
SAPCXClearBridge Appreciation Fund1.65%
CCASXCONESTOGA SMALL CAP FUND1.10%
WWNPXKinetics Paradigm Fund Feeder 11.64%
FHCLXSelect Health Care Portfolio
BDSAXBlackRock Advantage Small Cap Core Fund1.50%
LMMRXClearBridge Dividend Strategy Fund1.35%
LGLRXLord Abbett Growth Leaders Fund1.15%
RTLAXTax-Managed U.S. Large Cap Fund1.16%
NDVAXMFS New Discovery Value Fund1.46%
FECCXFirst Eagle Small Cap Opportunity Fund1.26%
FCAGXFidelity Small Cap Growth Fund0.92%
PRDSXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund0.79%
JSECXJPMorgan Small Cap Equity Fund1.24%
MSRRXMFS Research Fund1.02%
ITHRXTHE HARTFORD CAPITAL APPRECIATION FUND1.42%
QLDProShares Ultra QQQ0.95%
FDGFXFidelity Dividend Growth Fund1.16%
BGRFXBARON GROWTH FUND1.34%
HFMCXTHE HARTFORD MIDCAP FUND1.07%
MEFAXMassMutual Mid Cap Growth Fund1.11%
HGORXTHE HARTFORD GROWTH OPPORTUNITIES FUND1.44%
SGRAXAllspring Growth Fund1.15%
LAFQXLORD ABBETT AFFILIATED FUND INC1.04%
FHZTXFidelity Large Cap Stock Fund1.02%
JSCHXJPMorgan Small Cap Blend Fund1.24%
ASMMXInvesco Summit Fund1.23%
PABVXMidCap Value Fund I1.19%
RSECXU.S. Strategic Equity Fund1.85%
ATHWXHeritage Fund1.50%
JLCYXFundamental Large Cap Core Fund1.16%
MFOCXMarsico Focus Fund1.45%
JCMAXJPMorgan Mid Cap Equity Fund1.09%
VLNPXVoya Small Cap Growth Fund2.01%
AASCXTHRIVENT MID CAP STOCK FUND0.96%
SVFFXSmead Value Fund0.95%
JCPRXJPMorgan U.S. Large Cap Core Plus Fund1.64%
ACLCXValue Fund1.45%
TEGAXTouchstone Strategic Trust-Touchstone Mid Cap Growth Fund2.00%
FGSFXFidelity Growth Strategies Fund0.98%
HQISXTHE HARTFORD EQUITY INCOME FUND1.06%
WGROXWasatch Core Growth Fund1.17%
LAMPXLord Abbett Dividend Growth Fund1.09%
FRVFXFranklin Small Cap Value Fund1.72%
JLVMXJPMorgan Large Cap Value Fund0.93%
JDERXPGIM Jennison Mid-Cap Growth Fund1.04%
JHDCXJPMorgan Hedged Equity 2 Fund1.35%
BSCFXBARON SMALL CAP FUND1.30%
ALVCXAmerican Beacon Large Cap Value Fund1.73%
BARAXBARON ASSET FUND1.29%
HCPCXHARTFORD CAPITAL APPRECIATION HLS FUND1.17%
AASRXAmerican Beacon Small Cap Value Fund0.77%
ACGIXInvesco Growth and Income Fund0.78%
LMPOXClearBridge Small Cap Growth Fund1.48%
JSVPXJPMorgan Small Cap Value Fund1.19%
FKARXFranklin Growth Opportunities Fund1.19%
ACFLXFocused Large Cap Value Fund1.09%
LMPFXClearBridge Growth Fund1.13%
RYPNXRoyce Small-Cap Opportunity Fund1.22%
CSMEXCarillon Scout Mid Cap Fund1.25%
FSGRXFranklin Small Cap Growth Fund1.08%
PCUFXPGIM Jennison Utility Fund1.61%
ANODXSmall Cap Growth Fund0.79%

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