TDFIX Mutual Fund

TDFIX Mutual Fund (Transamerica Sustainable Equity Income Class I) is managed by Transamerica with $2.0M in net assets. TDFIX expense ratio is 0.78%, holding 45 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2013-01-04.

TDFIX performance shows a YTD return of 21.05%. The 1-year return is 24.68% and the 5-year return is 8.02%. TDFIX dividend yield stands at 1.08%, paid quarterly.

TDFIX top holdings include Microsoft Corp (5.7%), Apple, Inc (4.9%), Cisco Systems Inc. - Ordinary Shares (4.5%), Abbvie Inc. (3.9%), Citizens Financial Group Inc. (3.2%). Go to all TDFIX holdings, TDFIX sectors, or TDFIX dividends.

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