TADFX Mutual Fund
TADFX Mutual Fund
Transamerica Sustainable Equity Income Class R6

TADFX Mutual Fund Overview
TADFX Mutual Fund (Transamerica Sustainable Equity Income Class R6) is managed by Transamerica with $2.2M in net assets. TADFX expense ratio is 0.77%, holding 47 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2015-05-29.
TADFX performance shows a YTD return of 18.04%. The 1-year return is 25.22% and the 5-year return is 9.29%. TADFX dividend yield stands at 1.19%, paid quarterly.
TADFX top holdings include Cisco Systems (4.4%), Alphabet Inc Common Stock USD 0.001 (4.1%), Gilead Sciences Inc (4.0%), Taiwan Semiconductor Manufacturing Co. Ltd. (3.8%), Morgan Stanley (3.8%). View all TADFX holdings, sector breakdown, or dividend history.
TADFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. TADFX alternatives are available via the screener, along with tax-loss harvesting opportunities.