IIVAX Mutual Fund
IIVAX Mutual Fund
IIVAX Mutual Fund
Transamerica Small/Mid Cap Value Fund Class A
IIVAX Mutual Fund Overview
IIVAX Mutual Fund (Transamerica Small/Mid Cap Value Fund Class A) is managed by Transamerica with $306.4M in net assets. IIVAX expense ratio is 1.20%, holding 223 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2001-04-02.
IIVAX performance shows a YTD return of 17.37%. The 1-year return is 19.65% and the 5-year return is 8.01%. IIVAX dividend yield stands at 9.02%, paid annually.
IIVAX top holdings include Crown Castle International Corp (1.6%), Kraft Heinz Co. (1.6%), Zoetis Inc, Class A (1.5%), Charter Communications Inc., Class a (1.4%), First Citizens BancShares Inc (1.4%). Go to all IIVAX holdings, IIVAX sectors, or IIVAX dividends.
IIVAX can be compared against other funds. Use IIVAX overlap to find shared positions, or IIVAX vs another fund for a side-by-side view. IIVAX alternatives are available via the screener, along with tax-loss harvesting opportunities.