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%
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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

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. Go to all TSGDX holdings, TSGDX sectors, or TSGDX dividends.

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