TDFAX Mutual Fund

TDFAX Mutual Fund (Transamerica Sustainable Equity Income Class A) is managed by Transamerica with $77.1M in net assets. TDFAX expense ratio is 1.07%, holding 47 positions across sectors including Financials, Information Technology, 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 8.71%. TDFAX dividend yield stands at 0.92%, paid quarterly.

TDFAX top holdings include Cisco Systems Inc. - Ordinary Shares (4.4%), Alphabet Inc Common Stock USD 0.001 (4.1%), Gilead Sciences (4.0%), Taiwan Semiconductor Manufacturing Co. Ltd. (3.8%), Morgan Stanley (3.8%). 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.