IMOAX Mutual Fund
IMOAX Mutual Fund
Transamerica Asset Allocation - Moderate Portfolio Class A
IMOAX Mutual Fund Overview
IMOAX Mutual Fund (Transamerica Asset Allocation - Moderate Portfolio Class A) is managed by Transamerica with $615.8M in net assets. IMOAX expense ratio is 1.07%, holding 42 positions across sectors including Other, Unknown, Health Care. Inception date: 2002-03-01.
IMOAX performance shows a YTD return of 5.13%. The 1-year return is 12.81% and the 5-year return is 5.20%. IMOAX dividend yield stands at 5.98%, paid annually.
IMOAX top holdings include Orlando Health Inc 5.475 10/01/2035 5.475 2035-10-01 (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%). View all IMOAX holdings, sector breakdown, or dividend history.
IMOAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. IMOAX alternatives are available via the screener, along with tax-loss harvesting opportunities.