TLOFX Mutual Fund
TLOFX Mutual Fund
Transamerica Large Value Opportunities Class R4
TLOFX Mutual Fund Overview
TLOFX Mutual Fund (Transamerica Large Value Opportunities Class R4) is managed by Transamerica with $9.8M in net assets. TLOFX expense ratio is 0.75%, holding 149 positions across sectors including Financials, Communication Services, Information Technology. Inception date: 2000-09-11.
TLOFX performance shows a YTD return of 8.49%. The 1-year return is 15.00% and the 5-year return is 9.96%. TLOFX dividend yield stands at 13.66%, paid quarterly.
TLOFX top holdings include 'alphabet Inc., Class 'a'' (6.3%), Meta Platforms, Inc. (4.9%), Jp Morgan Chase & Co (3.5%), Brk/B (3.0%), Exxon Mobil Corp (3.0%). View all TLOFX holdings, sector breakdown, or dividend history.
TLOFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. TLOFX alternatives are available via the screener, along with tax-loss harvesting opportunities.