TDFIX Mutual Fund

TDFIX Mutual Fund (Transamerica Sustainable Equity Income Class I) is managed by Transamerica with $2.0M in net assets. TDFIX expense ratio is 0.78%, holding 45 positions across sectors including Financials, Industrials, Health Care. Inception date: 2013-01-04.

TDFIX performance shows a YTD return of 20.47%. The 1-year return is 26.92% and the 5-year return is 9.10%. TDFIX dividend yield stands at 1.08%, paid quarterly.

TDFIX top holdings include Alphabet Inc,class A (4.8%), Morgan Stanley (4.1%), Cisco Systems Inc. - Ordinary Shares (4.0%), Gilead Sciences (3.7%), Steel Dynamics, Inc. (3.6%). Go to all TDFIX holdings, TDFIX sectors, or TDFIX dividends.

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