TBLRX – Transamerica Balanced II R Investment Strategy | Morningstar

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Strategy

The investment seeks to provide a high total investment return. 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). The fund's investment manager monitors the allocation of the fund's assets between the equity sub-adviser and the fixed-income sub-adviser and rebalances the allocation periodically to maintain these approximate allocations.

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
TBLTX	Transamerica Balanced II I3	Institutional	Open			Sep 15, 2017	$46.68M	0.630%	Below Average	$0	−$4.71M
TBLRX	Transamerica Balanced II R	Level Load	Open			Jul 5, 1994	$21.84M	1.100%	Low	$0	−$2.65M

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