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Morningstar

Transamerica Multi-Mgd Balanced A IBALX

Morningstar Analyst Rating
Analyst rating as of | See Transamerica Investment Hub
  • NAV / 1-Day Return 30.13  /  1.01 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.940%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 1.06%
  • Turnover 34%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis IBALX

Will IBALX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IBALX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the IBALX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of IBALX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Rises and falls with its benchmark.

Analyst

Summary

| by Hyunmin Kim

Transamerica Multimanaged Balanced applies an adequate but constrained approach that produces an unexceptional portfolio and caps its upside. The strategy receives a Morningstar Analyst Rating of Neutral across all share classes.

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