TOTFX Mutual Fund
TOTFX Mutual Fund
Transamerica Mid Cap Value Opportunities Fund Class R4

TOTFX Mutual Fund Overview
TOTFX Mutual Fund (Transamerica Mid Cap Value Opportunities Fund Class R4) is managed by Transamerica with $13.2M in net assets. TOTFX expense ratio is 0.90%, holding 71 positions across sectors including Consumer Staples, Health Care, Unknown. Inception date: 2017-03-24.
TOTFX performance shows a YTD return of 5.89%. The 1-year return is 8.71% and the 5-year return is 5.06%. TOTFX dividend yield stands at 16.55%, paid annually.
TOTFX top holdings include Fixed Inc Clearing Corp.Repo 2026-02-02 (6.9%), Kraft Heinz Co. (2.9%), Lkq Corp. (2.6%), Graphic Packaging Holding Co (2.6%), Dominion Energy, Inc. 4.65% (2.4%). View all TOTFX holdings, sector breakdown, or dividend history.
TOTFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. TOTFX alternatives are available via the screener, along with tax-loss harvesting opportunities.