IAAAX Mutual Fund
IAAAX Mutual Fund
Transamerica Asset Allocation - Growth Portfolio Class A
IAAAX Mutual Fund Overview
IAAAX Mutual Fund (Transamerica Asset Allocation - Growth Portfolio Class A) is managed by Transamerica with $958.9M in net assets. IAAAX expense ratio is 1.19%, holding 30 positions across sectors including Unknown, Other, Health Care. Inception date: 2002-03-01.
IAAAX performance shows a YTD return of 9.11%. The 1-year return is 21.28% and the 5-year return is 9.22%. IAAAX dividend yield stands at 6.57%, paid annually.
IAAAX top holdings include Transamerica Large Cap Value I2 (30.3%), Transamerica Us Growth (29.6%), Bought PHP Sold USD 20260617 (10.3%), Transamerica Sustainable Equity Income, Class I2 (3.0%), Transamerica International Stock (2.7%). View all IAAAX holdings, sector breakdown, or dividend history.
IAAAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. IAAAX alternatives are available via the screener, along with tax-loss harvesting opportunities.