TAAMX Mutual Fund

TAAMX Mutual Fund (Transamerica Asset Allocation Moderate Portfolio Class R3) is managed by Transamerica with $421.2M in net assets. TAAMX expense ratio is 0.94%, holding 31 positions across various sectors. Inception date: 2022-03-01.

TAAMX performance shows a YTD return of 3.69%. The 1-year return is 6.46% and the 5-year return is 4.48%. TAAMX dividend yield stands at 2.38%.

TAAMX 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 TAAMX holdings, TAAMX sectors, or TAAMX dividends.

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