TOTFX Mutual Fund

TOTFX Mutual Fund (Transamerica Mid Cap Value Opportunities Fund Class R4) is managed by Transamerica with $13.7M in net assets. TOTFX expense ratio is 0.90%, holding 65 positions across sectors including Consumer Staples, Information Technology, Health Care. Inception date: 2017-03-24.

TOTFX performance shows a YTD return of 8.94%. The 1-year return is 13.36% and the 5-year return is 6.50%. TOTFX dividend yield stands at 1.59%, paid annually.

TOTFX top holdings include Crown Castle International Corp (2.7%), Chesapeake Energy Corp (2.6%), Fiserv, Inc. (United States) (2.6%), Evergy Inc. (2.6%), Zoetis, Inc. (2.5%). 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.