TAALX Mutual Fund
TAALX Mutual Fund
Transamerica Asset Allocation Moderate Growth Portfolio Class R3
TAALX Mutual Fund Overview
TAALX Mutual Fund (Transamerica Asset Allocation Moderate Growth Portfolio Class R3) is managed by Transamerica with $306.6M in net assets. TAALX expense ratio is 0.95%, holding 42 positions across sectors including Unknown, Other, Health Care. Inception date: 2022-03-01.
TAALX performance shows a YTD return of 6.87%. The 1-year return is 16.61%. TAALX dividend yield stands at 6.66%, paid annually.
TAALX top holdings include Transamerica Large Cap Value I2 (22.9%), Transamerica Us Growth (21.9%), Transamerica Core Bond, Class I2 (11.2%), Transamerica International Stock, Class I2 (7.9%), Transamerica International Stock (7.6%). View all TAALX holdings, sector breakdown, or dividend history.
TAALX can be compared against other funds using the overlap calculator or side-by-side comparison tool. TAALX alternatives are available via the screener, along with tax-loss harvesting opportunities.