IAAAX Mutual Fund

IAAAX Mutual Fund (Transamerica Asset Allocation - Growth Portfolio Class A) is managed by Transamerica with $983.7M in net assets. IAAAX expense ratio is 1.19%, holding 30 positions across sectors including Health Care. Inception date: 2002-03-01.

IAAAX performance shows a YTD return of 9.29%. The 1-year return is 19.87% and the 5-year return is 9.19%. IAAAX dividend yield stands at 6.56%, 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%). Go to all IAAAX holdings, IAAAX sectors, or IAAAX dividends.

IAAAX can be compared against other funds. Use IAAAX overlap to find shared positions, or IAAAX vs another fund for a side-by-side view. IAAAX alternatives are available via the screener, along with tax-loss harvesting opportunities.