About TADFX
Transamerica Sustainable Equity Income Fund R6 is an open-end mutual fund designed to provide total return through a combination of dividend income, dividend growth, and capital appreciation. Managed by Transamerica Asset Management and co-managed by Aegon Asset Management UK, the fund primarily invests in U.S. equity markets, focusing on large- and mid-cap companies that offer attractive dividend yields and favorable sustainability profiles. The fund applies a rigorous, bottom-up stock-picking strategy, leveraging fundamental analysis and proprietary research to build a diversified portfolio across multiple sectors. Notably, it excludes companies involved in industries such as tobacco, weapons, nuclear power, gambling, animal mistreatment, adult entertainment, genetic modification for agriculture, coal, and oil exploration and production, reflecting its commitment to sustainable investment principles. The fund benchmarks its performance against the Russell 3000 and Russell 1000 Value indices, serving investors who seek income generation alongside responsible investment practices in the U.S. equity market.
Fund Family Transamerica
Category Large Value
Stock Exchange NASDAQ
Ticker Symbol TADFX
Share Class R6
Index Russell 1000 Value TR
TADFX had a total return of 9.85% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.85%.
