IAAEX Mutual Fund

IAAEX Mutual Fund (Transamerica Mid Cap Value Opportunities Fund Class I2) is managed by Transamerica with $88.7M in net assets. IAAEX expense ratio is 0.75%, holding 65 positions across sectors including Consumer Staples, Information Technology, Health Care. Inception date: 2014-04-30.

IAAEX performance shows a YTD return of 9.09%. The 1-year return is 13.51% and the 5-year return is 5.64%. IAAEX dividend yield stands at 1.82%, paid annually.

IAAEX top holdings include Crown Castle International Corp (2.7%), Chesapeake Energy Corp (2.6%), Fiserv, Inc. (United States) (2.6%), Evergy Inc. (2.6%), Zoetis, Inc. (2.5%). Go to all IAAEX holdings, IAAEX sectors, or IAAEX dividends.

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