TOTFX Mutual Fund

TOTFX Mutual Fund (Transamerica Mid Cap Value Opportunities Fund Class R4) is managed by Transamerica with $12.9M in net assets. TOTFX expense ratio is 0.90%, holding 70 positions across sectors including Information Technology, Consumer Staples, Health Care. Inception date: 2017-03-24.

TOTFX performance shows a YTD return of 1.08%. The 1-year return is 2.93% and the 5-year return is 7.05%. TOTFX dividend yield stands at 1.71%.

TOTFX top holdings include USD (6.5%), Crown Castle International Corp (2.7%), Cco Holdings, Llc/ Cco Holdings Capital (2.6%), Kraft Heinz Co. (2.5%), Cognizant Technology Solutions Corp. Class A (2.5%). Go to all TOTFX holdings, TOTFX sectors, or TOTFX dividends.

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