MVTRX Mutual Fund
MVTRX Mutual Fund
MVTRX Mutual Fund
Transamerica Mid Cap Value Opportunities Fund Class R6
MVTRX Mutual Fund Overview
MVTRX Mutual Fund (Transamerica Mid Cap Value Opportunities Fund Class R6) is managed by Transamerica with $110.7M in net assets. MVTRX expense ratio is 0.75%, holding 70 positions across sectors including Health Care, Consumer Staples, Information Technology. Inception date: 2016-07-25.
MVTRX performance shows a YTD return of 8.27%. The 1-year return is 14.69% and the 5-year return is 7.22%. MVTRX dividend yield stands at 15.45%, paid annually.
MVTRX 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 MVTRX holdings, MVTRX sectors, or MVTRX dividends.
MVTRX can be compared against other funds. Use MVTRX overlap to find shared positions, or MVTRX vs another fund for a side-by-side view. MVTRX alternatives are available via the screener, along with tax-loss harvesting opportunities.