About TDFIX
Transamerica Sustainable Equity Income Fund Class I is a large value mutual fund designed to deliver total return through a combination of dividend yield, dividend growth, and capital appreciation. The fund primarily targets large- and mid-cap U.S. companies that offer consistent dividend payments and exhibit favorable sustainability characteristics. Its portfolio typically consists of 35 to 50 holdings, with significant weightings in sectors such as healthcare, technology, consumer defensive, and financial services. The fund employs a sustainability-focused investment approach, integrating environmental, social, and governance (ESG) considerations in security selection, while maintaining a disciplined emphasis on financially robust, dividend-paying companies. With an institutional share class, it is tailored for investors seeking long-term equity income with a minimum initial investment requirement. The fund plays a dual role in the market: it offers income generation for investors and contributes to the growing trend of responsible, ESG-conscious investing within the equity income category.
Fund Family Transamerica
Category Large Value
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol TDFIX
Share Class I
Index Russell 1000 Value TR
TDFIX had a total return of 27.42% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.99%.
