TAGDX Mutual Fund

TAGDX Mutual Fund (Transamerica Large Growth Fund Class R6) is managed by Transamerica with $3.4M in net assets. TAGDX expense ratio is 0.72%, holding 84 positions across sectors including Information Technology, Consumer Discretionary, Communication Services. Inception date: 2021-05-28.

TAGDX performance shows a YTD return of -2.81%. The 1-year return is 0.21% and the 5-year return is 3.59%. TAGDX dividend yield stands at 37.54%, paid annually.

TAGDX top holdings include Nvidia Corp. (6.4%), Cloudflare Inc (180 Day Lockup) (6.3%), Tesla Inc (6.0%), Apple, Inc (4.6%), Alphabet Inc Common Stock USD 0.001 (4.2%). Go to all TAGDX holdings, TAGDX sectors, or TAGDX dividends.

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