Morningstar

Transamerica Balanced II I3 TBLTX

Morningstar Medalist Rating
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Medalist Rating as of See Transamerica Investment Hub
  • NAV / 1-Day Return $10.54  /  0.00
  • Fund Size $68.8M
  • Adjusted Expense Ratio 0.630%
  • Net Expense Ratio 0.630%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Moderate Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) High/Moderate
  • Investment Status Open
  • TTM Yield 1.52%
  • Turnover Ratio 52%
NAV and 1-Day Return as of

Morningstar’s Analysis TBLTX

Will TBLTX outperform in the 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 TBLTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TBLTX 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 TBLTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Adequate, largely indexlike execution.

Analyst Mahi Roy

Mahi Roy

Analyst

Summary

Transamerica Multi-Managed Balanced takes a straightforward approach to constructing a portfolio with broad US equities and US investment-grade bond exposure.

by Mahi Roy
Rated on Published on

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Portfolio Holdings TBLTX

More TBLTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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