TOTRX Mutual Fund (Transamerica Mid Cap Value Opportunities Fund Class R) is managed by Transamerica with $33.0M in net assets. TOTRX expense ratio is 1.24%, holding 71 positions across sectors including Unknown, Consumer Staples, Health Care. Inception date: 2017-03-24.

TOTRX performance shows a YTD return of 2.46%. The 1-year return is 8.37% and the 5-year return is 4.70%. TOTRX dividend yield stands at 16.25%, paid annually.

TOTRX top holdings include Ses Sa (6.9%), Kraft Heinz Co. (2.9%), Lkq Corp. (2.6%), Graphic Packagin (2.6%), Dominion Energy Inc. (2.4%). View all TOTRX holdings, sector breakdown, or dividend history.

TOTRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. TOTRX alternatives are available via the screener, along with tax-loss harvesting opportunities.