TLORX Mutual Fund

TLORX Mutual Fund (Transamerica Large Value Opportunities Class R) is managed by Transamerica with $46.1M in net assets. TLORX expense ratio is 1.00%, holding 183 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2017-05-05.

TLORX performance shows a YTD return of 11.86%. The 1-year return is 12.57% and the 5-year return is 8.81%. TLORX dividend yield stands at 12.94%, paid quarterly.

TLORX top holdings include Microsoft Corp (9.5%), Jpmorgan Chase (3.8%), Meta Platforms Inc (3.5%), Micron Technology, Inc. (3.2%), Exxonmobil Corp. (2.3%). Go to all TLORX holdings, TLORX sectors, or TLORX dividends.

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