IMOLX Mutual Fund

IMOLX Mutual Fund (Transamerica Asset Allocation - Moderate Portfolio - Class C) is managed by Transamerica with $23.9M in net assets. IMOLX expense ratio is 1.87%, holding 42 positions across sectors including Health Care. Inception date: 2002-11-11.

IMOLX performance shows a YTD return of 3.98%. The 1-year return is 10.48% and the 5-year return is 3.89%. IMOLX dividend yield stands at 4.99%, paid annually.

IMOLX top holdings include Purchased Mxn / Sold USD (25.2%), Transamerica Large Cap Value I2 (16.7%), Transamerica Us Growth (15.8%), Transamerica International Stock (5.8%), Abbott Laboratories 4.00% 3/15/2031 (5.7%). Go to all IMOLX holdings, IMOLX sectors, or IMOLX dividends.

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