TOTRX Mutual Fund
TOTRX Mutual Fund
TOTRX Mutual Fund
Transamerica Mid Cap Value Opportunities Fund Class R
TOTRX Mutual Fund Overview
TOTRX Mutual Fund (Transamerica Mid Cap Value Opportunities Fund Class R) is managed by Transamerica with $30.4M in net assets. TOTRX expense ratio is 1.24%, holding 70 positions across sectors including Information Technology, Consumer Staples, Health Care. Inception date: 2017-03-24.
TOTRX performance shows a YTD return of 0.89%. The 1-year return is 2.58% and the 5-year return is 5.94%. TOTRX dividend yield stands at 16.50%, paid annually.
TOTRX 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 TOTRX holdings, TOTRX sectors, or TOTRX dividends.
TOTRX can be compared against other funds. Use TOTRX overlap to find shared positions, or TOTRX vs another fund for a side-by-side view. TOTRX alternatives are available via the screener, along with tax-loss harvesting opportunities.