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 $39.6M in net assets. TOTTX expense ratio is 0.75%, holding 65 positions across sectors including Consumer Staples, Information Technology, Health Care. Inception date: 2014-04-30.
TOTTX performance shows a YTD return of 9.11%. The 1-year return is 13.49% and the 5-year return is 6.75%. TOTTX dividend yield stands at 1.81%, paid annually.
TOTTX 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 Class A (2.5%). 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.