INCLX Mutual Fund
INCLX Mutual Fund
Transamerica High Yield Bond Fund Class C
INCLX Mutual Fund Overview
INCLX Mutual Fund (Transamerica High Yield Bond Fund Class C) is managed by Transamerica with $6.3M in net assets. INCLX expense ratio is 1.71%, holding 237 positions across sectors including Financials, Other, Consumer Discretionary. Inception date: 2002-11-11.
INCLX performance shows a YTD return of 1.11%. The 1-year return is 4.99% and the 5-year return is 2.33%. INCLX dividend yield stands at 5.42%, paid monthly.
INCLX top holdings include State Street Navigator Securities Lending Government Money Market Portfolio (10.0%), Fixed Inc Clearing Corp.Repo 2026-02-02 (2.1%), Constellation Insurance, Inc. 5.8 01/24/2030 (1.5%), Ilfc E-capital Trust I (1.5%), Ukg, Inc, 2024 Term Loan B 1 02/10/2031 (1.1%). View all INCLX holdings, sector breakdown, or dividend history.
INCLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. INCLX alternatives are available via the screener, along with tax-loss harvesting opportunities.