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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 US-focused balanced fund.

Analyst Mahi Roy

Mahi Roy

Analyst

Summary

Transamerica Multi-Managed Balanced takes a straightforward approach to constructing a portfolio with broad US equities and US investment-grade bond exposure.

by Mahi Roy
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