TAAMX Mutual Fund

TAAMX Mutual Fund (Transamerica Asset Allocation Moderate Portfolio Class R3) is managed by Transamerica with $427.3M in net assets. TAAMX expense ratio is 0.94%, holding 42 positions across sectors including Health Care. Inception date: 2022-03-01.

TAAMX performance shows a YTD return of 4.50%. The 1-year return is 11.51% and the 5-year return is 4.48%. TAAMX dividend yield stands at 6.10%, paid annually.

TAAMX top holdings include Transamerica Intermediate Bond (26.4%), Transamerica Us Growth (16.2%), Transamerica Large Cap Value I2 (14.6%), Transamerica Bond (9.2%), Transamerica International Stock (5.8%). Go to all TAAMX holdings, TAAMX sectors, or TAAMX dividends.

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