MVTRX Mutual Fund

MVTRX Mutual Fund (Transamerica Mid Cap Value Opportunities Fund Class R6) is managed by Transamerica with $101.0M in net assets. MVTRX expense ratio is 0.75%, holding 70 positions across sectors including Information Technology, Consumer Staples, Health Care. Inception date: 2016-07-25.

MVTRX performance shows a YTD return of 1.18%. The 1-year return is 3.15% and the 5-year return is 6.21%. MVTRX dividend yield stands at 1.94%.

MVTRX 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 MVTRX holdings, MVTRX sectors, or MVTRX dividends.

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