TASMX Mutual Fund

TASMX Mutual Fund (Transamerica Small/Mid Cap Value Fund Class R6) is managed by Transamerica with $52.8M in net assets. TASMX expense ratio is 0.81%, holding 226 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2015-05-29.

TASMX performance shows a YTD return of 15.75%. The 1-year return is 25.19% and the 5-year return is 8.77%. TASMX dividend yield stands at 8.72%, paid annually.

TASMX top holdings include Kraft Heinz Co. (1.6%), First Citizens BancShares Inc (1.5%), Crown Castle International Corp (1.4%), Occidental Petroleum Corp. (1.4%), Charter Communications Inc., Class a (1.4%). Go to all TASMX holdings, TASMX sectors, or TASMX dividends.

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