IMOAX Mutual Fund

IMOAX Mutual Fund (Transamerica Asset Allocation - Moderate Portfolio Class A) is managed by Transamerica with $628.6M in net assets. IMOAX expense ratio is 1.07%, holding 42 positions across sectors including Health Care. Inception date: 2002-03-01.

IMOAX performance shows a YTD return of 4.49%. The 1-year return is 11.41% and the 5-year return is 4.94%. IMOAX dividend yield stands at 6.02%, paid annually.

IMOAX top holdings include Transamerica Core Bond, Class I2 (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 IMOAX holdings, IMOAX sectors, or IMOAX dividends.

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