TLORX Mutual Fund

TLORX Mutual Fund (Transamerica Large Value Opportunities Class R) is managed by Transamerica with $47.5M in net assets. TLORX expense ratio is 1.00%, holding 149 positions across sectors including Financials, Communication Services, Information Technology. Inception date: 2017-05-05.

TLORX performance shows a YTD return of 11.75%. The 1-year return is 17.20% and the 5-year return is 10.08%. TLORX dividend yield stands at 12.99%, paid quarterly.

TLORX 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 TLORX holdings, TLORX sectors, or TLORX dividends.

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