TASMX Mutual Fund

TASMX Mutual Fund (Transamerica Small/Mid Cap Value Fund Class R6) is managed by Transamerica with $51.7M in net assets. TASMX expense ratio is 0.81%, holding 217 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2015-05-29.

TASMX performance shows a YTD return of 15.20%. The 1-year return is 20.05% and the 5-year return is 7.82%. TASMX dividend yield stands at 1.25%, paid annually.

TASMX top holdings include Crown Castle International Corp (1.8%), Gaming And Leisure Properties Inc (1.6%), Chesapeake Energy Corp (1.6%), Occidental Petroleum Corp (1.6%), Fiserv, Inc. (United States) (1.6%). Go to all TASMX holdings, TASMX sectors, or TASMX dividends.

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