INCLX Mutual Fund

INCLX Mutual Fund (Transamerica High Yield Bond Fund Class C) is managed by Transamerica with $6.2M in net assets. INCLX expense ratio is 1.71%, holding 253 positions across sectors including Financials, Materials, Consumer Discretionary. Inception date: 2002-11-11.

INCLX performance shows a YTD return of 1.60%. The 1-year return is 3.75% and the 5-year return is 2.31%. INCLX dividend yield stands at 6.00%, paid monthly.

INCLX top holdings include Constellation Insurance, Inc. 5.8 01/24/2030 (1.5%), Ilfc E-capital Trust I (1.5%), Ncr Corp 5 10/01/2028 (1.0%), Olympus Water Us Holding Corporation 7.25% 15-Feb-2033 (1.0%), Uwm Holdings Llc 6.625% 02/01/2030 (1.0%). 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.