TRDIX Mutual Fund
TRDIX Mutual Fund
Transamerica Sustainable Equity Income Class I2

TRDIX Mutual Fund Overview
TRDIX Mutual Fund (Transamerica Sustainable Equity Income Class I2) is managed by Transamerica with $137.1M in net assets. TRDIX expense ratio is 0.77%, holding 47 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2013-01-04.
TRDIX performance shows a YTD return of 18.36%. The 1-year return is 25.19% and the 5-year return is 9.31%. TRDIX dividend yield stands at 1.19%, paid quarterly.
TRDIX 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 TRDIX holdings, sector breakdown, or dividend history.
TRDIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. TRDIX alternatives are available via the screener, along with tax-loss harvesting opportunities.