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Transamerica Multi-Mgd Balanced A IBALX

Analyst rating as of
NAV / 1-Day Return
31.92  /  0.90 %
Total Assets
1.2 Bil
Adj. Expense Ratio
0.980%
Expense Ratio
0.980%
Fee Level
Below Average
Longest Manager Tenure
9.95 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
0.86%
Turnover
53%
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Morningstar’s Analysis

Will IBALX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

This 60%/40% portfolio lacks luster.

Summary

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Transamerica Multi-Managed Balanced is a straightforward portfolio that sums the performance of two underlying strategies that hew closely to their respective benchmarks, all for a middling pricing tag. The fund earns a Morningstar Analyst Rating of Neutral across all share classes.

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