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Transamerica Multi-Mgd Balanced A IBALX

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%

Morningstar’s Analysis IBALX

Will IBALX outperform in future?

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Summary

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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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