TLOTX Mutual Fund

TLOTX Mutual Fund (Transamerica Large Value Opportunities Class I3) is managed by Transamerica with $178.5M in net assets. TLOTX expense ratio is 0.52%, holding 183 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2017-05-05.

TLOTX performance shows a YTD return of 15.37%. The 1-year return is 17.17% and the 5-year return is 10.74%. TLOTX dividend yield stands at 13.12%, paid quarterly.

TLOTX top holdings include Microsoft Corp (9.5%), Jpmorgan Chase (3.8%), Meta Platforms Inc (3.5%), Micron Technology, Inc. (3.2%), 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.