TSGDX Mutual Fund

TSGDX Mutual Fund

NAV$18.07
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Fund Essentials

Net Assets
$385,507.17
Expense Ratio
0.95%
Dividend Yield (Current)
0.01%
Holdings
34
Inception Date
Mar 31, 2023
Fund Family
Transamerica
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Unspecified

Performance

YTD+17.40%
1 Year+24.62%

Asset Allocation

Stocks: 96.04%
Bonds: 3.95%

Top Holdings

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Dividend Summary

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Dividend Yield (Current)
0.01%
Frequency
Unspecified

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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TSGDX Mutual Fund Overview

TSGDX Mutual Fund (Transamerica Sustainable Growth Equity Fund Class A) is managed by Transamerica with $385,507.17 in net assets. TSGDX expense ratio is 0.95%, holding 34 positions across various sectors. Inception date: 2023-03-31.

TSGDX performance shows a YTD return of 17.40%. The 1-year return is 24.62%. TSGDX dividend yield stands at 0.01%, paid unspecified.

TSGDX top holdings include a diversified portfolio. View all TSGDX holdings, sector breakdown, or dividend history.

TSGDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. TSGDX alternatives are available via the screener, along with tax-loss harvesting opportunities.