TASMX Mutual Fund
TASMX Mutual Fund
TASMX Mutual Fund
Transamerica Small/Mid Cap Value Fund Class R6
TASMX Mutual Fund Overview
TASMX Mutual Fund (Transamerica Small/Mid Cap Value Fund Class R6) is managed by Transamerica with $54.1M in net assets. TASMX expense ratio is 0.81%, holding 228 positions across sectors including Financials, Information Technology, Health Care. 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 8.86%, paid annually.
TASMX top holdings include India Rupee (3.1%), First Citizens BancShares Inc (1.7%), Kraft Heinz Co. (1.6%), Lkq Corp. (1.6%), Graphic Packaging Holding Co (1.5%). 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.