TLORX Mutual Fund
TLORX Mutual Fund
Transamerica Large Value Opportunities Class R
TLORX Mutual Fund Overview
TLORX Mutual Fund (Transamerica Large Value Opportunities Class R) is managed by Transamerica with $45.8M in net assets. TLORX expense ratio is 1.00%, holding 149 positions across sectors including Financials, Communication Services, Information Technology. Inception date: 2017-05-05.
TLORX performance shows a YTD return of 8.47%. The 1-year return is 14.82% and the 5-year return is 8.30%. TLORX dividend yield stands at 13.38%, paid quarterly.
TLORX 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 TLORX holdings, sector breakdown, or dividend history.
TLORX can be compared against other funds using the overlap calculator or side-by-side comparison tool. TLORX alternatives are available via the screener, along with tax-loss harvesting opportunities.