TAAEX Mutual Fund

TAAEX Mutual Fund (Transamerica Capital Growth Class R) is managed by Transamerica with $13,280.89 in net assets. TAAEX expense ratio is 1.41%, holding 32 positions across sectors including Information Technology, Consumer Discretionary, Industrials. Inception date: 2022-03-01.

TAAEX performance shows a YTD return of -8.85%. The 1-year return is -10.13% and the 5-year return is -4.25%.

TAAEX top holdings include Cloudflare Inc (180 Day Lockup) (12.9%), Tesla Inc (10.7%), Royalty Pharma PLC - Class A Shares (6.8%), Advanced Micro Devices Inc. (6.6%), Applovin Corp Cl A (6.3%). Go to all TAAEX holdings, TAAEX sectors, or TAAEX dividends.

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