TLOTX Mutual Fund

TLOTX Mutual Fund (Transamerica Large Value Opportunities Class I3) is managed by Transamerica with $184.9M in net assets. TLOTX expense ratio is 0.52%, holding 162 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2017-05-05.

TLOTX performance shows a YTD return of 11.95%. The 1-year return is 17.71% and the 5-year return is 10.61%. TLOTX dividend yield stands at 13.52%, paid quarterly.

TLOTX top holdings include Microsoft Corp 4.100 Feb 06 37 (8.9%), Meta Platform Inc (3.9%), Jpmorgan Chase (3.8%), Micron Technology, Inc. (2.8%), Exxon Mobil Corp. (2.3%). Go to all TLOTX holdings, TLOTX sectors, or TLOTX dividends.

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