TMLPX Mutual Fund

TMLPX Mutual Fund

NAV$11.16
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Fund Essentials - as of Apr 30, 2026

Net Assets
$50M
Expense Ratio
1.29%
Dividend Yield (Current)
3.78%
Holdings
35
Inception Date
Apr 30, 2013
Fund Family
Transamerica
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly
SEC 30-Day Yield
PRO

Performance

YTD+24.68%
1 Year+26.93%
3 Year+22.65%
5 Year+16.56%
10 Year+9.39%

Asset Allocation

Stocks: 98.06%
Other: 1.94%
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Top Holdings

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TickerNameWeight
WMBWilliams Cos. Inc.9.70%
LNGCheniere Energy Inc.9.10%
EPDUs Enterprise Products Partners Lp7.91%
ETEnergy Transfer7.77%
OKEOneok, Inc.5.92%
Top 10 Concentration: 63.04%Report Date: Apr 30, 2026
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Dividend Summary

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Dividend Yield (Current)
3.78%
Frequency
Quarterly
Latest Distribution
$0.07
-

Peer Comparison

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

TMLPX Mutual Fund Overview

TMLPX Mutual Fund (Transamerica Energy Infrastructure Class I) is managed by Transamerica with $49.6M in net assets. TMLPX expense ratio is 1.29%, holding 35 positions across sectors including Energy, Utilities. Inception date: 2013-04-30.

TMLPX performance shows a YTD return of 24.68%. The 1-year return is 26.93% and the 5-year return is 16.56%. TMLPX dividend yield stands at 3.78%, paid quarterly.

TMLPX top holdings include Williams Cos. Inc. (9.7%), Cheniere Energy Inc. (9.1%), Us Enterprise Products Partners Lp (7.9%), Energy Transfer (7.8%), Oneok, Inc. (5.9%). Go to all TMLPX holdings, TMLPX sectors, or TMLPX dividends.

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