TLOFX Mutual Fund

TLOFX Mutual Fund (Transamerica Large Value Opportunities Class R4) is managed by Transamerica with $9.8M in net assets. TLOFX expense ratio is 0.75%, holding 183 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2000-09-11.

TLOFX performance shows a YTD return of 15.18%. The 1-year return is 16.95% and the 5-year return is 10.07%. TLOFX dividend yield stands at 12.86%, paid quarterly.

TLOFX top holdings include Microsoft Corp (9.5%), Jpmorgan Chase (3.8%), Meta Platforms Inc (3.5%), Micron Technology, Inc. (3.2%), Exxon Mobil Corp. (2.3%). Go to all TLOFX holdings, TLOFX sectors, or TLOFX dividends.

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