Transamerica Sustainable Equity IncomeTRDIX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$207.8M
Expense ratio
0.77%
1-year return
+24.0%
3 years, a year
+15.2%
5 years, a year
+8.2%
Holdings
45
What it aims to do.
Seeks total return gained from the combination of dividend yield, growth of dividends and capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| GOOGL Alphabet Inc | 4.85% |
| MS Morgan Stanley | 4.10% |
| CSCO Cisco Systems Inc | 3.95% |
| GILD Gilead Sciences Inc | 3.67% |
| STLD Steel Dynamics Inc | 3.62% |
| CME CME Group Inc | 3.54% |
| BAC Bank of America Corp | 3.51% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | 3.43% |
| WCC WESCO International Inc | 3.15% |
| CFG Citizens Financial Group Inc | 3.08% |
More on TRDIX.
- TRDIX overview
- TRDIX holdings
- TRDIX risk
- TRDIX costs
- TRDIX money in and out
- TRDIX share classes
- Compare TRDIX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.