TRDIX Mutual Fund

TRDIX Mutual Fund (Transamerica Sustainable Equity Income Class I2) is managed by Transamerica with $139.2M in net assets. TRDIX expense ratio is 0.77%, holding 45 positions across sectors including Financials, Industrials, Health Care. Inception date: 2013-01-04.

TRDIX performance shows a YTD return of 20.51%. The 1-year return is 26.90% and the 5-year return is 9.02%. TRDIX dividend yield stands at 1.18%, paid quarterly.

TRDIX top holdings include Alphabet Inc. Class A (4.8%), Morgan Stanley (4.1%), Cisco Systems Inc (4.0%), Gilead Sciences Inc (3.7%), Steel Dynamics Inc (3.6%). Go to all TRDIX holdings, TRDIX sectors, or TRDIX dividends.

TRDIX can be compared against other funds. Use TRDIX overlap to find shared positions, or TRDIX vs another fund for a side-by-side view. TRDIX alternatives are available via the screener, along with tax-loss harvesting opportunities.