TSGMX Mutual Fund

TSGMX Mutual Fund

NAV$18.21
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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%
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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

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

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