TLOFX Mutual Fund

TLOFX Mutual Fund (Transamerica Large Value Opportunities Class R4) is managed by Transamerica with $10.1M in net assets. TLOFX expense ratio is 0.75%, holding 149 positions across sectors including Financials, Communication Services, Information Technology. Inception date: 2000-09-11.

TLOFX performance shows a YTD return of 11.78%. The 1-year return is 17.38% and the 5-year return is 10.31%. TLOFX dividend yield stands at 13.25%, paid quarterly.

TLOFX top holdings include Alphabet Inc Common Stock USD 0.001 (6.3%), Meta Platforms, Inc. (4.9%), Jpmorgan Chase (3.5%), Berkshire Hathaway Inc Brk/B Us Equity (3.0%), Exxon Mobil Corp. (3.0%). 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.