TRDIX Mutual Fund

TRDIX Mutual Fund (Transamerica Sustainable Equity Income Class I2) is managed by Transamerica with $136.5M in net assets. TRDIX expense ratio is 0.77%, holding 45 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2013-01-04.

TRDIX performance shows a YTD return of 17.07%. The 1-year return is 20.14% and the 5-year return is 7.94%. TRDIX dividend yield stands at 1.14%, paid quarterly.

TRDIX 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 TRDIX holdings, TRDIX sectors, or TRDIX dividends.

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