IGWRX Mutual Fund

IGWRX Mutual Fund (Transamerica Asset Allocation Growth Portfolio Class R) is managed by Transamerica with $736,343.24 in net assets. IGWRX expense ratio is 1.44%, holding 30 positions across sectors including Health Care. Inception date: 2006-06-15.

IGWRX performance shows a YTD return of 9.11%. The 1-year return is 19.65% and the 5-year return is 8.84%. IGWRX dividend yield stands at 6.41%, 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%). 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.