TOTTX Mutual Fund

TOTTX Mutual Fund (Transamerica Mid Cap Value Opportunities Fund Class I3) is managed by Transamerica with $38.0M in net assets. TOTTX expense ratio is 0.75%, holding 70 positions across sectors including Information Technology, Consumer Staples, Health Care. Inception date: 2014-04-30.

TOTTX performance shows a YTD return of 1.29%. The 1-year return is 3.18% and the 5-year return is 6.20%. TOTTX dividend yield stands at 1.95%.

TOTTX 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 TOTTX holdings, TOTTX sectors, or TOTTX dividends.

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