TAVSX Mutual Fund

TAVSX Mutual Fund

NAV$8.65
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Fund Essentials

Net Assets
$11,482.7
Expense Ratio
0.75%
Dividend Yield (Current)
6.73%
Holdings
224
Inception Date
Mar 1, 2023
Fund Family
Transamerica
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+0.33%
1 Year+5.64%

Asset Allocation

Bonds: 94.00%
Cash: 6.00%
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Dividend Summary

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Dividend Yield (Current)
6.73%
Frequency
Monthly

Peer Comparison

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

TAVSX Mutual Fund Overview

TAVSX Mutual Fund (Transamerica Funds High Yield ESG Class R6) is managed by Transamerica with $11,482.7 in net assets. TAVSX expense ratio is 0.75%, holding 224 positions across various sectors. Inception date: 2023-03-01.

TAVSX performance shows a YTD return of 0.33%. The 1-year return is 5.64%. TAVSX dividend yield stands at 6.73%, paid monthly.

TAVSX top holdings include a diversified portfolio. Go to all TAVSX holdings, TAVSX sectors, or TAVSX dividends.

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