TDFIX Mutual Fund
TDFIX Mutual Fund
Transamerica Sustainable Equity Income Class I
TDFIX Mutual Fund Overview
TDFIX Mutual Fund (Transamerica Sustainable Equity Income Class I) is managed by Transamerica with $2.0M in net assets. TDFIX expense ratio is 0.78%, holding 47 positions across sectors including Financials, Unknown, Health Care. Inception date: 2013-01-04.
TDFIX performance shows a YTD return of 18.35%. The 1-year return is 25.22% and the 5-year return is 9.39%. TDFIX dividend yield stands at 1.10%, paid quarterly.
TDFIX top holdings include Cisco Systems Inc. - Ordinary Shares (4.4%), 'alphabet Inc., Class 'a'' (4.1%), Gilead Sciences Inc (4.0%), Taiwan Semiconductor Manufacturing Co. Ltd. (3.8%), Morgan Stanley (3.8%). View all TDFIX holdings, sector breakdown, or dividend history.
TDFIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. TDFIX alternatives are available via the screener, along with tax-loss harvesting opportunities.