IAAEX Mutual Fund
IAAEX Mutual Fund
IAAEX Mutual Fund
Transamerica Mid Cap Value Opportunities Fund Class I2
IAAEX Mutual Fund Overview
IAAEX Mutual Fund (Transamerica Mid Cap Value Opportunities Fund Class I2) is managed by Transamerica with $90.7M in net assets. IAAEX expense ratio is 0.75%, holding 70 positions across sectors including Health Care, Consumer Staples, Information Technology. Inception date: 2014-04-30.
IAAEX performance shows a YTD return of 8.29%. The 1-year return is 14.60% and the 5-year return is 7.20%. IAAEX dividend yield stands at 16.15%, paid annually.
IAAEX top holdings include Fixed Inc Clearing Corp.Repo (6.3%), Kraft Heinz Co. (2.6%), Lkq Corp. (2.6%), Dominion Energy Inc. (2.3%), U Haul Holding Co (2.3%). 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.