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Transamerica Sustainable Equity Inc C (TDFCX)

7.68
-0.29
(-3.64%)
At close: 8:02:15 PM EDT
Loading Chart for TDFCX
  • Previous Close 7.97
  • YTD Return 4.31%
  • Expense Ratio 1.90%
  • Category Large Value
  • Last Cap Gain 1.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 198.32M
  • Beta (5Y Monthly) 0.85
  • Yield 0.37%
  • 5y Average Return --
  • Holdings Turnover 25.00%
  • Last Dividend 0.01
  • Inception Date Jan 4, 2013

The fund’s sub-adviser, Aegon Asset Management UK plc (the “sub-adviser”), deploys an active strategy that generally invests in large and middle capitalization U.S. companies, focusing on those that pay dividends and that the sub-adviser views as having a favorable sustainability profile. Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in equity securities.

Transamerica

Fund Family

Large Value

Fund Category

198.32M

Net Assets

2013-01-04

Inception Date

Performance Overview: TDFCX

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Trailing returns as of 4/1/2025. Category is Large Value.

YTD Return

TDFCX
4.31%
Category
4.44%
 

1-Year Return

TDFCX
14.38%
Category
14.37%
 

3-Year Return

TDFCX
6.15%
Category
6.04%
 

5-Year Return

TDFCX
7.07%
Category
9.20%
 

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Holdings: TDFCX

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Sector Weightings

SectorTDFCX
Technology   18.80%
Industrials   16.09%
Healthcare   14.61%
Real Estate   3.91%
Energy   1.68%
Utilities   1.13%

Recent News: TDFCX

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Research Reports: TDFCX

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