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Morningstar

Transamerica Multi-Managed Balanced I TBLIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Transamerica Investment Hub

Morningstar’s Analysis TBLIX

Will TBLIX 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 TBLIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TBLIX 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 TBLIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A U.S.-focused balanced fund.

Analyst Ben Sater

Ben Sater

Analyst

Summary

Transamerica Multi-Managed Balanced combines two adequate subadvisors, creating an undifferentiated 60/40 portfolio whose performance hews close to its benchmark. The strategy receives a Morningstar Medalist Rating of Neutral across all share classes.

by Ben Sater
Rated on Published on

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