TBLIX – Transamerica Multi-Managed Balanced I Investment Strategy | Morningstar

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Strategy

The investment seeks to provide a high total investment return through investments in a broadly diversified portfolio of stocks, bonds and money market instruments. Under normal circumstances, the fund invests approximately 60% of its net assets in equity securities and approximately 40% of its net assets in fixed-income securities (investing at least 25% of its net assets in fixed-income senior securities being those securities that rank above another security in the event of the company’s bankruptcy or liquidation).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
TBLIX	Transamerica Multi-Managed Balanced Fund Class I	Institutional	Open			Nov 30, 2009	$476.11M	0.740%	Average	$1M	−$33.32M
IBALX	Transamerica Multi-Managed Balanced Fund Class A	Front Load	Open			Dec 2, 1994	$845.21M	0.950%	Below Average	$1,000	−$50.96M
IBLLX	Transamerica Multi-Managed Balanced Fund Class C	Level Load	Open			Nov 11, 2002	$136.45M	1.710%	Average	$1,000	−$23.75M
TAMMX	Transamerica Multi-Managed Balanced Fund Class R6	Retirement, Large	Open			May 29, 2015	$32.71M	0.640%	Average	$0	$9.03M
TAAHX	Transamerica Multi-Managed Balanced Fund Class R	Retirement, Medium	Open			Mar 1, 2022	$2.46M	1.210%	Average	$0	−$955,074.80

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