TAAHX Mutual Fund

TAAHX Mutual Fund (Transamerica Multi-Managed Balanced Fund Class R) is managed by Transamerica with $2.6M in net assets. TAAHX expense ratio is 1.21%, holding 668 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2022-03-01.

TAAHX performance shows a YTD return of 4.46%. The 1-year return is 10.56% and the 5-year return is 6.67%. TAAHX dividend yield stands at 5.67%, paid quarterly.

TAAHX top holdings include Nvidia Corp. (5.1%), Apple, Inc (4.0%), Microsoft Corp (3.6%), Amazon.Com Inc (2.6%), Alphabet Inc Common Stock USD 0.001 (2.0%). Go to all TAAHX holdings, TAAHX sectors, or TAAHX dividends.

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