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Transamerica Multi-Managed Balanced A (IBALX)

31.33
-1.09
(-3.36%)
At close: 5:52:39 PM EDT
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  • Previous Close 32.42
  • YTD Return -1.98%
  • Expense Ratio 0.97%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 23.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 1.35B
  • Beta (5Y Monthly) 0.97
  • Yield 1.65%
  • 5y Average Return --
  • Holdings Turnover 33.00%
  • Last Dividend 0.14
  • Inception Date Mar 1, 2022

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).

Transamerica

Fund Family

Allocation--50% to 70% Equity

Fund Category

1.35B

Net Assets

2022-03-01

Inception Date

More about Transamerica Multi-Managed Balanced A

Performance Overview: IBALX

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Trailing returns as of 4/2/2025. Category is Allocation--50% to 70% Equity.

YTD Return

IBALX
1.98%
Category
9.69%
 

1-Year Return

IBALX
5.67%
Category
27.06%
 

3-Year Return

IBALX
5.32%
Category
11.00%
 

5-Year Return

IBALX
11.08%
Category
10.26%
 

People Also Watch

IALAX Transamerica Capital Growth A
34.24
+2.55%
 
IDITX Transamerica Bond A
8.10
+0.12%
 
IIVAX Transamerica Small/Mid Cap Value A
23.20
-9.83%
 
IHIYX Transamerica High Yield Bond A
7.78
-1.39%
 
TADAX Transamerica US Growth A
25.88
+1.01%
 
IAGAX Voya Solution Moderately Agrsv Port A
11.64
-3.56%
 
IMLAX Transamerica Asset Allocation Mod Gr A
12.44
-3.19%
 
IAAAX Transamerica Asset Allocation Growth A
14.11
-4.66%
 
IMOAX Transamerica Asset Allocation Mod A
11.40
-2.15%
 
ICLAX Transamerica Asset Allocation Cnsrv A
10.50
-1.41%
 
IPSAX IPS Strategic Capital Absolute Ret Instl
9.96
-2.35%
 
ITAAX Transamerica Short-Term Bond A
10.04
-0.10%
 
CCCRX Columbia Contrarian Core R
29.94
-5.97%
 
TWQAX Transamerica Large Cap Value Fund
13.93
-4.33%
 
TRWAX Transamerica International Equity A
21.41
-2.81%
 
IBLLX Transamerica Multi-Managed Balanced C
30.50
-3.36%
 

Holdings: IBALX

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Sector Weightings

SectorIBALX
Technology   32.41%
Financial Services   13.96%
Consumer Cyclical   12.38%
Healthcare   10.72%
Communication Services   8.65%
Industrials   7.73%
Consumer Defensive   4.45%
Energy   3.28%
Utilities   2.39%
Real Estate   2.13%
Basic Materials   1.90%
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Recent News: IBALX

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Research Reports: IBALX

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