TOTTX Mutual Fund
TOTTX Mutual Fund
TOTTX Mutual Fund
Transamerica Mid Cap Value Opportunities Fund Class I3
TOTTX Mutual Fund Overview
TOTTX Mutual Fund (Transamerica Mid Cap Value Opportunities Fund Class I3) is managed by Transamerica with $46.0M in net assets. TOTTX expense ratio is 0.75%, holding 70 positions across sectors including Health Care, Consumer Staples, Information Technology. Inception date: 2014-04-30.
TOTTX performance shows a YTD return of 8.32%. The 1-year return is 14.68% and the 5-year return is 7.22%. TOTTX dividend yield stands at 15.54%, paid annually.
TOTTX 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 TOTTX holdings, TOTTX sectors, or TOTTX dividends.
TOTTX can be compared against other funds. Use TOTTX overlap to find shared positions, or TOTTX vs another fund for a side-by-side view. TOTTX alternatives are available via the screener, along with tax-loss harvesting opportunities.