TOTRX Mutual Fund
TOTRX Mutual Fund
TOTRX Mutual Fund
Transamerica Mid Cap Value Opportunities Fund Class R
TOTRX Mutual Fund Overview
TOTRX Mutual Fund (Transamerica Mid Cap Value Opportunities Fund Class R) is managed by Transamerica with $33.4M in net assets. TOTRX expense ratio is 1.24%, holding 70 positions across sectors including Health Care, Consumer Staples, Information Technology. Inception date: 2017-03-24.
TOTRX performance shows a YTD return of 8.07%. The 1-year return is 14.10% and the 5-year return is 6.69%. TOTRX dividend yield stands at 14.97%, paid annually.
TOTRX 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 TOTRX holdings, TOTRX sectors, or TOTRX dividends.
TOTRX can be compared against other funds. Use TOTRX overlap to find shared positions, or TOTRX vs another fund for a side-by-side view. TOTRX alternatives are available via the screener, along with tax-loss harvesting opportunities.