Transamerica Sustainable Growth Eq A (TSGDX)
| Fund Assets | 7.72M |
| Expense Ratio | n/a |
| Min. Investment | $1,000 |
| Turnover | 52.00% |
| Dividend (ttm) | 0.38 |
| Dividend Yield | 2.20% |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | Dec 23, 2024 |
| Previous Close | 16.42 |
| YTD Return | 9.63% |
| 1-Year Return | 17.66% |
| 5-Year Return | n/a |
| 52-Week Low | 12.43 |
| 52-Week High | 16.62 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About TSGDX
Transamerica Sustainable Growth Equity Fund Class A is a mutual fund focused on delivering long-term capital growth by investing predominantly in equity securities of large U.S. companies. The fund utilizes a concentrated large-cap growth strategy, combining traditional fundamental analysis with independent sustainability assessments to more rigorously evaluate both opportunities and risks within its portfolio. It primarily holds common and preferred stocks from major sectors such as technology, healthcare, consumer cyclicals, and financial services, with significant allocations to leading firms like Microsoft, NVIDIA, Apple, and Amazon.com. Sustainability considerations are integrated into the investment process, reflecting the fund’s commitment to addressing environmental, social, and governance (ESG) issues. The fund aims to appeal to investors seeking exposure to growth-oriented large-cap equities with an added focus on ESG factors, positioning itself as a vehicle for those prioritizing sustainable investment practices within a traditional growth portfolio.
Performance
TSGDX had a total return of 17.66% in the past year, including dividends. Since the fund's inception, the average annual return has been 28.30%.
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 23, 2024 | $0.3791 | Dec 24, 2024 |