IMDRX Mutual Fund
IMDRX Mutual Fund
IMDRX Mutual Fund
Transamerica Asset Allocation Moderate Portfolio Class R
IMDRX Mutual Fund Overview
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 5.81%, paid annually.
IMDRX top holdings include Virgin Media Secured Finance Plc 5.25 05/15/2029 (25.2%), Transamerica Large Cap Value I2 (16.7%), Transamerica Us Growth (15.8%), Transamerica International Stock (5.8%), Transamerica International Stock, Class I2 (5.7%). 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.