MVTIX Mutual Fund
MVTIX Mutual Fund
MVTIX Mutual Fund
Transamerica Mid Cap Value Opportunities Fund Class I
MVTIX Mutual Fund Overview
MVTIX Mutual Fund (Transamerica Mid Cap Value Opportunities Fund Class I) is managed by Transamerica with $453.4M in net assets. MVTIX expense ratio is 0.85%, holding 70 positions across sectors including Health Care, Consumer Staples, Information Technology. Inception date: 2014-04-30.
MVTIX performance shows a YTD return of 8.19%. The 1-year return is 14.47% and the 5-year return is 7.12%. MVTIX dividend yield stands at 15.57%, paid annually.
MVTIX top holdings include Fixed Inc Clearing Corp.Repo (6.3%), Kraft Heinz Co. (2.6%), Lkq Corp. (2.6%), Dominion Energy Inc. (2.3%), U-Haul Holding Co (2.3%). Go to all MVTIX holdings, MVTIX sectors, or MVTIX dividends.
MVTIX can be compared against other funds. Use MVTIX overlap to find shared positions, or MVTIX vs another fund for a side-by-side view. MVTIX alternatives are available via the screener, along with tax-loss harvesting opportunities.