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Morningstar

Transamerica Multi-Mgd Balanced I TBLIX Fund Analysis

Morningstar Analyst Rating
| Analyst 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.

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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