TAAHX Mutual Fund

TAAHX Mutual Fund (Transamerica Multi-Managed Balanced Fund Class R) is managed by Transamerica with $2.4M in net assets. TAAHX expense ratio is 1.21%, holding 663 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2022-03-01.

TAAHX performance shows a YTD return of 4.70%. The 1-year return is 5.16% and the 5-year return is 6.67%. TAAHX dividend yield stands at 1.24%, paid quarterly.

TAAHX top holdings include Nvidia Corp (5.2%), Apple Inc (4.1%), Microsoft Corp (3.9%), Umbs 30Yr Tba(Reg A) 2.5 Sep 14, 2020 (2.8%), Amazon.Com Inc (2.7%). 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.