IAALX Mutual Fund

IAALX Mutual Fund (Transamerica Asset Allocation - Growth Portfolio - Class C) is managed by Transamerica with $41.7M in net assets. IAALX expense ratio is 2.01%, holding 30 positions across sectors including Health Care. Inception date: 2002-11-11.

IAALX performance shows a YTD return of 8.75%. The 1-year return is 18.94% and the 5-year return is 8.33%. IAALX dividend yield stands at 6.09%, paid annually.

IAALX top holdings include Transamerica Large Cap Value I2 (30.3%), Transamerica Us Growth (29.6%), Morgan Stanley Repo 9W08 (10.3%), Virginia Commonwealth Transportation Board 5 09/15/2026 (3.0%), Transamerica International Stock (2.7%). Go to all IAALX holdings, IAALX sectors, or IAALX dividends.

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