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 47 positions across sectors including Financials, Information Technology, 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 9.00%. TADFX dividend yield stands at 1.18%, paid quarterly.

TADFX top holdings include Cisco Systems Inc. - Ordinary Shares (4.4%), Alphabet Inc Common Stock USD 0.001 (4.1%), Gilead Sciences (4.0%), Taiwan Semiconductor Manufacturing Co. Ltd. (3.8%), Morgan Stanley (3.8%). 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.