IGWRX Mutual Fund

IGWRX Mutual Fund (Transamerica Asset Allocation Growth Portfolio Class R) is managed by Transamerica with $720,109.09 in net assets. IGWRX expense ratio is 1.44%, holding 22 positions across sectors including Health Care. Inception date: 2006-06-15.

IGWRX performance shows a YTD return of 11.60%. The 1-year return is 19.62% and the 5-year return is 9.03%. IGWRX dividend yield stands at 6.27%, paid annually.

IGWRX top holdings include Transamerica Us Growth (29.5%), Transamerica Large Cap Value I2 (26.6%), Transamerica International Equity (11.4%), Transamerica International Stock (10.6%), Future On E-Mini S&P 500 Futures 09/18/2026 (3.6%). Go to all IGWRX holdings, IGWRX sectors, or IGWRX dividends.

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