IGWRX Mutual Fund
IGWRX Mutual Fund
Transamerica Asset Allocation Growth Portfolio Class R
IGWRX Mutual Fund Overview
IGWRX Mutual Fund (Transamerica Asset Allocation Growth Portfolio Class R) is managed by Transamerica with $697,873.29 in net assets. IGWRX expense ratio is 1.44%, holding 30 positions across sectors including Unknown, Other, Health Care. Inception date: 2006-06-15.
IGWRX performance shows a YTD return of 8.93%. The 1-year return is 20.99% and the 5-year return is 8.91%. IGWRX dividend yield stands at 6.43%, paid annually.
IGWRX top holdings include Transamerica Large Cap Value I2 (30.3%), Transamerica Us Growth (29.6%), Forward Foreign Currency Contract (10.3%), Transamerica Sustainable Equity Income, Class I2 (3.0%), Transamerica International Stock (2.7%). View all IGWRX holdings, sector breakdown, or dividend history.
IGWRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. IGWRX alternatives are available via the screener, along with tax-loss harvesting opportunities.