TSLIX Mutual Fund

TSLIX Mutual Fund

NAV$6.93
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Fund Essentials - as of Jan 31, 2026

Net Assets
$4M
Expense Ratio
0.99%
Dividend Yield (Current)
4.08%
Holdings
163
Inception Date
Apr 30, 2012
Fund Family
Transamerica
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually
SEC 30-Day Yield
PRO

Performance

YTD+25.33%
1 Year+41.22%
3 Year+15.78%
5 Year+9.26%
10 Year+9.07%

Asset Allocation

Stocks: 98.77%
Bonds: 1.13%
Cash: 0.11%
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Top Holdings

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TickerNameWeight
MLIMueller Industries Inc2.50%
EMEEmcor Group Inc2.05%
TSEM:ILTower Semiconductor Ltd. Share1.92%
NEWNorthwestern Ene1.83%
MGYMagnolia Oil & Gas Corp1.80%
Top 10 Concentration: 17.76%Report Date: Jan 31, 2026
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Dividend Summary

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Dividend Yield (Current)
4.08%
Frequency
Annually
Latest Distribution
$5.79
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Peer Comparison

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

TSLIX Mutual Fund Overview

TSLIX Mutual Fund (Transamerica Small Cap Value Fund Class I) is managed by Transamerica with $3.6M in net assets. TSLIX expense ratio is 0.99%, holding 163 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2012-04-30.

TSLIX performance shows a YTD return of 25.33%. The 1-year return is 41.22% and the 5-year return is 9.26%. TSLIX dividend yield stands at 4.08%, paid annually.

TSLIX top holdings include Mueller Industries Inc (2.5%), Emcor Group Inc (2.0%), Tower Semiconductor Ltd. Share (1.9%), Northwestern Ene (1.8%), Magnolia Oil & Gas Corp (1.8%). Go to all TSLIX holdings, TSLIX sectors, or TSLIX dividends.

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