IMDRX Mutual Fund

IMDRX Mutual Fund (Transamerica Asset Allocation Moderate Portfolio Class R) is managed by Transamerica with $3.2M in net assets. IMDRX expense ratio is 1.29%, holding 42 positions across sectors including Health Care. Inception date: 2006-06-15.

IMDRX performance shows a YTD return of 4.35%. The 1-year return is 11.11% and the 5-year return is 4.51%. IMDRX dividend yield stands at 5.73%, paid annually.

IMDRX top holdings include Transamerica Intermediate Bond (26.4%), Transamerica Us Growth (16.2%), Transamerica Large Cap Value I2 (14.6%), Transamerica Bond (9.2%), Transamerica International Stock (5.8%). Go to all IMDRX holdings, IMDRX sectors, or IMDRX dividends.

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