TMGIX Mutual Fund

TMGIX Mutual Fund

NAV$15.46
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Fund Essentials - as of Jan 31, 2026

Net Assets
$68M
Expense Ratio
0.79%
Dividend Yield (Current)
6.66%
Holdings
42
Inception Date
Nov 30, 2009
Fund Family
Transamerica
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually
SEC 30-Day Yield
PRO

Performance

YTD+6.62%
1 Year+15.24%
3 Year+14.34%
5 Year+7.07%
10 Year+8.78%

Asset Allocation

Stocks: 13.42%
Bonds: 1.05%
Other: 85.53%
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Top Holdings

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TickerNameWeight
TWQZXTransamerica Large Cap Value I222.87%
TDEIXTransamerica Us Growth21.95%
-Transamerica Core Bond, Class I211.22%
-Transamerica International Stock, Class I27.87%
-Transamerica International Stock7.58%
Top 10 Concentration: 84.65%Report Date: Jan 31, 2026
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Dividend Summary

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Dividend Yield (Current)
6.66%
Frequency
Annually
Latest Distribution
$1.16
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

TMGIX Mutual Fund Overview

TMGIX Mutual Fund (Transamerica Asset Allocation Moderate Growth Portfolio Class I) is managed by Transamerica with $67.9M in net assets. TMGIX expense ratio is 0.79%, holding 42 positions across sectors including Health Care. Inception date: 2009-11-30.

TMGIX performance shows a YTD return of 6.62%. The 1-year return is 15.24% and the 5-year return is 7.07%. TMGIX dividend yield stands at 6.66%, paid annually.

TMGIX top holdings include Transamerica Large Cap Value I2 (22.9%), Transamerica Us Growth (21.9%), Transamerica Core Bond, Class I2 (11.2%), Transamerica International Stock, Class I2 (7.9%), Transamerica International Stock (7.6%). Go to all TMGIX holdings, TMGIX sectors, or TMGIX dividends.

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