TSGMX Mutual Fund

NAV$18.21

Fund Essentials

Net Assets
$9M
Expense Ratio
0.55%
Dividend Yield (Current)
0.13%
Holdings
34
Inception Date
Mar 31, 2023
Fund Family
Transamerica
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Unspecified

Performance

YTD+17.78%
1 Year+25.17%

Asset Allocation

Stocks: 96.04%
Bonds: 3.95%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
0.13%
Frequency
Unspecified

Peer Comparison

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

TSGMX Mutual Fund (Transamerica Sustainable Growth Equity Fund Class R6) is managed by Transamerica with $9.3M in net assets. TSGMX expense ratio is 0.55%, holding 34 positions across various sectors. Inception date: 2023-03-31.

TSGMX performance shows a YTD return of 17.78%. The 1-year return is 25.17%. TSGMX dividend yield stands at 0.13%, paid unspecified.

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

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