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.
Transamerica Multi-Mgd Balanced I TBLIX
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
Adequate but undifferentiated resources and approach.
