IMDRX Mutual Fund
IMDRX Mutual Fund
Transamerica Asset Allocation Moderate Portfolio Class R
IMDRX Mutual Fund Overview
IMDRX Mutual Fund (Transamerica Asset Allocation Moderate Portfolio Class R) is managed by Transamerica with $3.2M in net assets. IMDRX expense ratio is 1.29%, holding 42 positions across sectors including Other, Unknown, Health Care. Inception date: 2006-06-15.
IMDRX performance shows a YTD return of 4.99%. The 1-year return is 12.52% and the 5-year return is 4.91%. IMDRX dividend yield stands at 5.77%, paid annually.
IMDRX top holdings include Transamerica Core Bond, Class I2 (25.2%), Transamerica Large Cap Value I2 (16.7%), Transamerica Us Growth (15.8%), Transamerica International Stock (5.8%), Transamerica International Stock, Class I2 (5.7%). View all IMDRX holdings, sector breakdown, or dividend history.
IMDRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. IMDRX alternatives are available via the screener, along with tax-loss harvesting opportunities.