TLORX Mutual Fund

TLORX Mutual Fund (Transamerica Large Value Opportunities Class R) is managed by Transamerica with $47.2M in net assets. TLORX expense ratio is 1.00%, holding 162 positions across sectors including Information Technology, Financials, Health Care. 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 Microsoft Corp 4.100 Feb 06 37 (8.9%), Meta Platform Inc (3.9%), Jpmorgan Chase & Co. (3.8%), Micron Technology, Inc. (2.8%), Exxon Mobil Corp (2.3%). 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.