About TDFCX
Transamerica Sustainable Equity Income Fund Class C is a mutual fund focused on generating total return by combining dividend yield, dividend growth, and capital appreciation. The fund utilizes a sustainability-themed investment strategy, targeting companies that not only offer income potential but also align with certain environmental, social, and governance (ESG) considerations. By investing primarily in U.S. equities, the fund seeks to provide a balance between income generation and long-term value, making it relevant for investors who are interested in sustainability-focused equity exposure. Key portfolio sectors include technology, healthcare, financial services, and consumer defensive industries, featuring holdings in major firms such as Colgate-Palmolive, Merck & Co., Texas Instruments, and Microsoft. The fund’s approach aims to minimize exposure to companies involved in controversial activities, such as military weapon manufacturing and fossil fuel production, further strengthening its sustainable investing mandate. Overall, Transamerica Sustainable Equity Income Fund Class C plays a notable role for those seeking an equity income solution that prioritizes both responsible investment practices and diversified sector exposure within the large value segment of the market.
Fund Family Transamerica
Category Large Value
Performance Rating Low
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol TDFCX
Share Class C
Index Russell 1000 Value TR
TDFCX had a total return of 25.71% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.78%.
