About TDFAX
Transamerica Sustainable Equity Income Fund Class A is a U.S.-focused mutual fund emphasizing sustainable equity income strategies. The fund primarily seeks total return through a combination of dividend yield, growth of dividends, and capital appreciation, targeting companies that exhibit favorable sustainability profiles. It predominantly invests in large and mid-cap U.S. corporations known for paying dividends, with a focus on sectors such as consumer defensive, healthcare, technology, industrials, and financial services. Notable holdings include companies like Colgate-Palmolive, Merck, Texas Instruments, and Microsoft. The fund typically maintains a diversified portfolio, holding 40–50 equities, and practices a relatively low portfolio turnover rate. By integrating environmental, social, and governance (ESG) criteria into its selection process, the fund aims to appeal to investors seeking income while supporting sustainable business practices. Since its inception in 2013, it has positioned itself within the large value category, serving individuals interested in sustainable and responsible investing approaches in the U.S. equity market.
Fund Family Transamerica
Category Large Value
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol TDFAX
Share Class A
Index Russell 1000 Value TR
TDFAX had a total return of 21.12% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.29%.
