IMDRX Mutual Fund

IMDRX Mutual Fund (Transamerica Asset Allocation Moderate Portfolio Class R) is managed by Transamerica with $3.1M in net assets. IMDRX expense ratio is 1.29%, holding 32 positions across various sectors. Inception date: 2006-06-15.

IMDRX performance shows a YTD return of 3.86%. The 1-year return is 5.16% and the 5-year return is 4.16%. IMDRX dividend yield stands at 1.98%, paid annually.

IMDRX top holdings include Transamerica Intermediate Bond (25.1%), Transamerica Us Growth (15.2%), Transamerica Large Cap Value I2 (13.5%), Transamerica Bond (8.5%), Transamerica International Equity (5.4%). 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.