Transamerica Multimanaged Balanced plies a basic approach with standard tools, but its benchmark-sensitive mandate results in a more hemmed-in profile than many peers, limiting its long-term relative potential. The strategy earns a Morningstar Analyst Rating of Neutral across all share classes.
Will IBALX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of IBALX’s parent organization’s priorities and whether they’re in line with investors’ interests.