TAEDX Mutual Fund

TAEDX Mutual Fund

NAV$10.00
See how much of TAEDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Jan 31, 2026

Net Assets
$16M
Expense Ratio
0.77%
Dividend Yield (Current)
5.97%
Holdings
224
Inception Date
May 29, 2015
Fund Family
Transamerica
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly
SEC 30-Day Yield
PRO

Performance

YTD+4.75%
1 Year+12.12%
3 Year+9.17%
5 Year+3.60%
10 Year+4.24%

Asset Allocation

Stocks: 0.05%
Bonds: 97.72%
Cash: 2.26%
See how much of TAEDX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Top Holdings

View All →
TickerNameWeight
-Fixed Inc Clearing Corp.Repo 2026-02-023.49%
GVMXXState Street Navigator Securities Lending Government Money Market Portfolio2.25%
ARGENT 4.125 07/09/3Republic Of Argentina Sr Unsecured 07/35 1.5 Var2.06%
-Nota Do Tesouro Nacional 10.000000% 01/01/20311.94%
PEMEX 6.75 09/21/47Petroleos Mexicanos Mtn 6.75% Sep 21, 20471.60%
Top 10 Concentration: 18.01%Report Date: Jan 31, 2026
Download all 224 holdings for TAEDX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
5.97%
Frequency
Quarterly
Latest Distribution
$0.19
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

TAEDX Mutual Fund Overview

TAEDX Mutual Fund (Transamerica Emerging Markets Debt Fund Class R6) is managed by Transamerica with $16.0M in net assets. TAEDX expense ratio is 0.77%, holding 224 positions across sectors including Financials, Energy, Utilities. Inception date: 2015-05-29.

TAEDX performance shows a YTD return of 4.75%. The 1-year return is 12.12% and the 5-year return is 3.60%. TAEDX dividend yield stands at 5.97%, paid quarterly.

TAEDX top holdings include Fixed Inc Clearing Corp.Repo 2026-02-02 (3.5%), State Street Navigator Securities Lending Government Money Market Portfolio (2.3%), Republic Of Argentina Sr Unsecured 07/35 1.5 Var (2.1%), Nota Do Tesouro Nacional 10.000000% 01/01/2031 (1.9%), Petroleos Mexicanos Mtn 6.75% Sep 21, 2047 (1.6%). Go to all TAEDX holdings, TAEDX sectors, or TAEDX dividends.

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