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Transamerica Multi-Managed Balanced A (IBALX)

34.34
+0.01
+(0.03%)
At close: 8:04:20 PM EDT
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  • Previous Close 34.33
  • YTD Return -2.33%
  • Expense Ratio 0.97%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 34.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.33B
  • Beta (5Y Monthly) 0.96
  • Yield 1.65%
  • 5y Average Return --
  • Holdings Turnover 41.00%
  • Last Dividend 0.14
  • Inception Date Nov 30, 2009

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

1.33B

Net Assets

2009-11-30

Inception Date

More about Transamerica Multi-Managed Balanced A

Performance Overview: IBALX

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Trailing returns as of 5/16/2025. Category is Allocation--50% to 70% Equity.

YTD Return

IBALX
2.33%
Category
9.69%
 

1-Year Return

IBALX
8.90%
Category
27.06%
 

3-Year Return

IBALX
7.68%
Category
11.00%
 

5-Year Return

IBALX
9.12%
Category
10.26%
 

People Also Watch

IALAX Transamerica Capital Growth A
39.96
-0.17%
 
IIVAX Transamerica Small/Mid Cap Value A
25.88
-0.27%
 
IDITX Transamerica Bond A
7.94
-0.13%
 
IHIYX Transamerica High Yield Bond A
7.99
-0.12%
 
TADAX Transamerica US Growth A
28.28
0.00%
 
IAGAX Voya Solution Moderately Agrsv Port A
12.55
+0.08%
 
IMLAX Transamerica Asset Allocation Mod Gr A
13.37
+0.15%
 
IAAAX Transamerica Asset Allocation Growth A
15.68
+0.26%
 
IMOAX Transamerica Asset Allocation Mod A
11.95
+0.08%
 
ICLAX Transamerica Asset Allocation Cnsrv A
10.81
0.00%
 
IPSAX IPS Strategic Capital Absolute Ret Instl
10.82
+0.09%
 
ITAAX Transamerica Short-Term Bond A
10.02
0.00%
 
CCCRX Columbia Contrarian Core R
35.42
+0.11%
 
TWQAX Transamerica Large Cap Value Fund
14.89
+0.47%
 
TRWAX Transamerica International Equity A
23.26
+0.39%
 
IBLLX Transamerica Multi-Managed Balanced C
33.40
+0.03%
 

Holdings: IBALX

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Sector Weightings

SectorIBALX
Technology   32.01%
Financial Services   13.94%
Consumer Cyclical   11.86%
Healthcare   10.74%
Communication Services   8.84%
Industrials   7.90%
Consumer Defensive   4.89%
Energy   3.18%
Utilities   2.54%
Real Estate   2.15%
Basic Materials   1.95%
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Recent News: IBALX

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Research Reports: IBALX

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