TDFAX Mutual Fund

TDFAX Mutual Fund (Transamerica Sustainable Equity Income Class A) is managed by Transamerica with $73.7M in net assets. TDFAX expense ratio is 1.07%, holding 45 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2013-01-04.

TDFAX performance shows a YTD return of 16.80%. The 1-year return is 19.64% and the 5-year return is 7.65%. TDFAX dividend yield stands at 0.86%, paid quarterly.

TDFAX 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 TDFAX holdings, TDFAX sectors, or TDFAX dividends.

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