TADFX Mutual Fund

TADFX Mutual Fund (Transamerica Sustainable Equity Income Class R6) is managed by Transamerica with $2.0M in net assets. TADFX expense ratio is 0.77%, holding 45 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2015-05-29.

TADFX performance shows a YTD return of 17.08%. The 1-year return is 20.02% and the 5-year return is 7.93%. TADFX dividend yield stands at 1.14%, paid quarterly.

TADFX top holdings include Microsoft Corp (5.7%), Apple, Inc (4.9%), Cisco Systems Inc. - Ordinary Shares (4.5%), Abbvie Inc. (3.9%), Citizens Financial Group Inc. (3.2%). Go to all TADFX holdings, TADFX sectors, or TADFX dividends.

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