TOTFX Mutual Fund
TOTFX Mutual Fund
TOTFX Mutual Fund
Transamerica Mid Cap Value Opportunities Fund Class R4
TOTFX Mutual Fund Overview
TOTFX Mutual Fund (Transamerica Mid Cap Value Opportunities Fund Class R4) is managed by Transamerica with $14.2M in net assets. TOTFX expense ratio is 0.90%, holding 70 positions across sectors including Health Care, Consumer Staples, Information Technology. Inception date: 2017-03-24.
TOTFX performance shows a YTD return of 8.15%. The 1-year return is 14.44% and the 5-year return is 7.05%. TOTFX dividend yield stands at 15.69%, paid annually.
TOTFX top holdings include Fixed Inc Clearing Corp.Repo (6.3%), Kraft Heinz Co. (2.6%), Lkq Corp. (2.6%), Dominion Energy Inc. (2.3%), U Haul Holding Co (2.3%). Go to all TOTFX holdings, TOTFX sectors, or TOTFX dividends.
TOTFX can be compared against other funds. Use TOTFX overlap to find shared positions, or TOTFX vs another fund for a side-by-side view. TOTFX alternatives are available via the screener, along with tax-loss harvesting opportunities.