TAAEX Mutual Fund

TAAEX Mutual Fund (Transamerica Capital Growth Class R) is managed by Transamerica with $13,356.65 in net assets. TAAEX expense ratio is 1.41%, holding 29 positions across sectors including Information Technology, Consumer Discretionary, Financials. Inception date: 2022-03-01.

TAAEX performance shows a YTD return of -0.46%. The 1-year return is -10.64% and the 5-year return is -4.25%.

TAAEX top holdings include Cloudflare Inc (180 Day Lockup) (15.6%), Royalty Pharma PLC - Class A Shares (9.6%), Tesla Inc (7.8%), Advanced Micro Devices Inc (7.5%), Shopify Inc (5.2%). Go to all TAAEX holdings, TAAEX sectors, or TAAEX dividends.

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