TDFAX Mutual Fund

TDFAX Mutual Fund (Transamerica Sustainable Equity Income Class A) is managed by Transamerica with $75.6M in net assets. TDFAX expense ratio is 1.07%, holding 45 positions across sectors including Financials, Industrials, Health Care. Inception date: 2013-01-04.

TDFAX performance shows a YTD return of 20.30%. The 1-year return is 26.63% and the 5-year return is 8.72%. TDFAX dividend yield stands at 0.92%, paid quarterly.

TDFAX top holdings include Alphabet Inc. Class A (4.8%), Morgan Stanley (4.1%), Cisco Systems Inc (4.0%), Gilead Sciences Inc (3.7%), Steel Dynamics Inc (3.6%). Go to all TDFAX holdings, TDFAX sectors, or TDFAX dividends.

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