TAALX Mutual Fund
TAALX Mutual Fund
TAALX Mutual Fund
Transamerica Asset Allocation Moderate Growth Portfolio Class R3
TAALX Mutual Fund Overview
TAALX Mutual Fund (Transamerica Asset Allocation Moderate Growth Portfolio Class R3) is managed by Transamerica with $314.1M in net assets. TAALX expense ratio is 0.95%, holding 42 positions across sectors including Health Care. Inception date: 2022-03-01.
TAALX performance shows a YTD return of 6.52%. The 1-year return is 15.06% and the 5-year return is 6.47%. TAALX dividend yield stands at 6.68%, paid annually.
TAALX top holdings include Transamerica Large Cap Value I2 (22.9%), Transamerica Us Growth (21.9%), Transamerica Core Bond, Class I2 (11.2%), Yen Denom Nikkei Jun26 (7.9%), Transamerica International Stock (7.6%). Go to all TAALX holdings, TAALX sectors, or TAALX dividends.
TAALX can be compared against other funds. Use TAALX overlap to find shared positions, or TAALX vs another fund for a side-by-side view. TAALX alternatives are available via the screener, along with tax-loss harvesting opportunities.