EMTAX Mutual Fund

EMTAX Mutual Fund

NAV$9.94

Fund Essentials - as of Jan 31, 2026

Net Assets
$11M
Expense Ratio
1.25%
Dividend Yield (Current)
4.93%
Holdings
224
Inception Date
Aug 31, 2011
Fund Family
Transamerica
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly
SEC 30-Day Yield
PRO

Performance

YTD+5.07%
1 Year+13.33%
3 Year+9.72%
5 Year+3.25%
10 Year+3.88%

Asset Allocation

Stocks: 0.05%
Bonds: 97.72%
Cash: 2.26%

Top Holdings

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TickerNameWeight
-Woodside Finance Ltd 144A 3.73/15/20283.49%
GVMXXState Street Navigator Securities Lending Trust - State Street Navigator Securities Lending Government Money Market Portfolio2.25%
ARGENT 4.125 07/09/3Republic Of Argentina Sr Unsecured 07/35 1.5 Var2.06%
-Nota Do Tesouro Nacional 10.000000% 01/01/20311.94%
PEMEX 6.75 09/21/47Petroleos Mexicanos Mtn 6.75% Sep 21, 20471.60%
Top 10 Concentration: 18.01%Report Date: Jan 31, 2026
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Dividend Summary

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Dividend Yield (Current)
4.93%
Frequency
Quarterly
Latest Distribution
$0.08
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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EMTAX Mutual Fund Overview

EMTAX Mutual Fund (Transamerica Emerging Markets Debt Fund Class A) is managed by Transamerica with $11.3M in net assets. EMTAX expense ratio is 1.25%, holding 224 positions across sectors including Financials, Energy, Utilities. Inception date: 2011-08-31.

EMTAX performance shows a YTD return of 5.07%. The 1-year return is 13.33% and the 5-year return is 3.25%. EMTAX dividend yield stands at 4.93%, paid quarterly.

EMTAX top holdings include Woodside Finance Ltd 144A 3.73/15/2028 (3.5%), State Street Navigator Securities Lending Trust - State Street Navigator Securities Lending Government Money Market Portfolio (2.3%), Republic Of Argentina Sr Unsecured 07/35 1.5 Var (2.1%), Nota Do Tesouro Nacional 10.000000% 01/01/2031 (1.9%), Petroleos Mexicanos Mtn 6.75% Sep 21, 2047 (1.6%). View all EMTAX holdings, sector breakdown, or dividend history.

EMTAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. EMTAX alternatives are available via the screener, along with tax-loss harvesting opportunities.