IMOAX Mutual Fund

IMOAX Mutual Fund (Transamerica Asset Allocation - Moderate Portfolio Class A) is managed by Transamerica with $602.6M in net assets. IMOAX expense ratio is 1.07%, holding 31 positions across various sectors. Inception date: 2002-03-01.

IMOAX performance shows a YTD return of 3.61%. The 1-year return is 6.20% and the 5-year return is 4.80%. IMOAX dividend yield stands at 2.23%.

IMOAX top holdings include Transamerica Intermediate Bond (25.1%), Transamerica Us Growth (15.2%), Transamerica Large Cap Value I2 (13.5%), Transamerica Bond (8.5%), Transamerica International Equity (5.4%). Go to all IMOAX holdings, IMOAX sectors, or IMOAX dividends.

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