TADFX Mutual Fund

TADFX Mutual Fund (Transamerica Sustainable Equity Income Class R6) is managed by Transamerica with $2.1M in net assets. TADFX expense ratio is 0.77%, holding 45 positions across sectors including Financials, Industrials, Health Care. Inception date: 2015-05-29.

TADFX performance shows a YTD return of 20.39%. The 1-year return is 26.93% and the 5-year return is 9.01%. TADFX dividend yield stands at 1.18%, paid quarterly.

TADFX top holdings include Alphabet Inc. Class A (4.8%), Morgan Stanley (4.1%), Cisco Systems Inc (4.0%), Gilead Sciences Inc (3.7%), Steel Dynamics Inc (3.6%). Go to all TADFX holdings, TADFX sectors, or TADFX dividends.

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