IAAEX Mutual Fund

IAAEX Mutual Fund (Transamerica Mid Cap Value Opportunities Fund Class I2) is managed by Transamerica with $83.4M in net assets. IAAEX expense ratio is 0.75%, holding 70 positions across sectors including Information Technology, Consumer Staples, Health Care. Inception date: 2014-04-30.

IAAEX performance shows a YTD return of 1.20%. The 1-year return is 3.11% and the 5-year return is 6.19%. IAAEX dividend yield stands at 1.97%.

IAAEX top holdings include USD (6.5%), Crown Castle International Corp (2.7%), Cco Holdings, Llc/ Cco Holdings Capital (2.6%), Kraft Heinz Co. (2.5%), Cognizant Technology Solutions Corp. Class A (2.5%). Go to all IAAEX holdings, IAAEX sectors, or IAAEX dividends.

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