TLOTX Mutual Fund

TLOTX Mutual Fund (Transamerica Large Value Opportunities Class I3) is managed by Transamerica with $179.6M in net assets. TLOTX expense ratio is 0.52%, holding 149 positions across sectors including Financials, Communication Services, Information Technology. Inception date: 2017-05-05.

TLOTX performance shows a YTD return of 8.65%. The 1-year return is 15.32% and the 5-year return is 10.22%. TLOTX dividend yield stands at 13.93%, paid quarterly.

TLOTX top holdings include 'alphabet Inc., Class 'a'' (6.3%), Meta Platforms, Inc. (4.9%), Jp Morgan Chase & Co (3.5%), Brk/B (3.0%), Exxon Mobil Corp (3.0%). 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.