Morningstar

Transamerica Sustainable Equity Income Class C TDFCX

Morningstar Medalist Rating
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Medalist Rating as of See Transamerica Investment Hub
  • NAV / 1-Day Return $10.31  /  −0.39 %
  • Fund Size $213.9M
  • Adjusted Expense Ratio 1.900%
  • Net Expense Ratio 1.900%
  • Fee Level: Distribution High
  • Share Class Type Level Load
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.12%
  • Turnover Ratio 22%
NAV and 1-Day Return as of

Morningstar’s Analysis TDFCX

Will TDFCX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TDFCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TDFCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TDFCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Morningstar Automated Analysis
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Portfolio Holdings TDFCX

More TDFCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Apple Inc

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AbbVie Inc

4.18 9M
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Cisco Systems Inc

4.04 9M
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Gilead Sciences Inc

3.63 8M
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CME Group Inc Class A

3.11 7M
Financial Services

Linde PLC

2.92 6M
Basic Materials

Morgan Stanley

2.92 6M
Financial Services

Citizens Financial Group Inc

2.92 6M
Financial Services

Merck & Co Inc

2.90 6M
Healthcare

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