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Transamerica Sustainable Equity Inc C TDFCX

Medalist Rating as of | See Transamerica Investment Hub
  • NAV / 1-Day Return 7.83  /  −0.13 %
  • Total Assets 170.0 Mil
  • Adj. Expense Ratio
    1.900%
  • Expense Ratio 1.900%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.71%
  • Turnover 11%

USD | NAV as of Mar 18, 2024 | 1-Day Return as of Mar 18, 2024, 10:23 PM GMT+0

Morningstar’s Analysis TDFCX

Will TDFCX outperform in future?

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

Weakness in Transamerica Sustainable Equity Inc C's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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Portfolio Holdings TDFCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 36.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

6.10 10.3 Mil
Technology

Merck & Co Inc

4.37 7.4 Mil
Healthcare

CME Group Inc Class A

3.78 6.4 Mil
Financial Services

Microsoft Corp

3.74 6.3 Mil
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

3.42 5.8 Mil
Technology

Republic Services Inc

3.33 5.6 Mil
Industrials

Colgate-Palmolive Co

3.20 5.4 Mil
Consumer Defensive

Cisco Systems Inc

2.95 5.0 Mil
Technology

Gilead Sciences Inc

2.88 4.9 Mil
Healthcare

The Home Depot Inc

2.88 4.8 Mil
Consumer Cyclical