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Transamerica Multi-Mgd Balanced I TBLIX

Analyst rating as of
NAV / 1-Day Return
35.51  /  0.42 %
Total Assets
1.4 Bil
Adj. Expense Ratio
0.760%
Expense Ratio
0.760%
Fee Level
Average
Longest Manager Tenure
10.57 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
0.82%
Turnover
53%
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Morningstar’s Analysis

Will TBLIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Adequate but undifferentiated resources and approach.

Associate Director

Summary

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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.

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