Transamerica Sustainable Equity Income Class C TDFCX

Morningstar Medalist Rating
  • NAV / 1-Day Return$10.55  /  +2.53%
  • Fund Size$211.6M
  • Adjusted Expense Ratio1.900%
  • Net Expense Ratio1.900%
  • Fee Level: DistributionHigh
  • Share Class TypeLevel Load
  • Morningstar CategoryLarge Value
  • Equity Style Box (Funds)Large Value
  • Minimum Initial Investment$1,000
  • Investment StatusOpen
  • TTM Yield0.11%
  • Turnover Ratio22%

Morningstar’s Analysis TDFCX

Will TDFCX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Transamerica Sustainable Equity Inc C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

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Portfolio Holdings TDFCX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings38.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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