INCLX Mutual Fund

INCLX Mutual Fund (Transamerica High Yield Bond Fund Class C) is managed by Transamerica with $6.4M in net assets. INCLX expense ratio is 1.71%, holding 243 positions across sectors including Financials, Consumer Discretionary, Materials. Inception date: 2002-11-11.

INCLX performance shows a YTD return of 0.60%. The 1-year return is 3.57% and the 5-year return is 2.19%. INCLX dividend yield stands at 5.51%, paid monthly.

INCLX top holdings include State Street Navigator Securities Lending Government Money Market Portfolio (11.5%), Fixed Inc Clearing Corp.Repo (2.6%), Constellation Insurance, Inc. 5.8 01/24/2030 (1.5%), Ilfc E-capital Trust I (1.5%), Ukg, Inc, 2024 Term Loan B 1 02/10/2031 (1.2%). Go to all INCLX holdings, INCLX sectors, or INCLX dividends.

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