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 $49.2M in net assets. TASMX expense ratio is 0.81%, holding 223 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2015-05-29.
TASMX performance shows a YTD return of 17.62%. The 1-year return is 20.07% and the 5-year return is 8.42%. TASMX dividend yield stands at 8.72%, paid annually.
TASMX top holdings include Crown Castle International Corp (1.6%), Kraft Heinz Co. (1.6%), Zoetis Inc, Class A (1.5%), Charter Communications Inc., Class a (1.4%), First Citizens BancShares Inc (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.