Transamerica Multimanaged Balanced applies an adequate but constrained approach that produces an unexceptional portfolio and caps its upside. The strategy receives a Morningstar Analyst Rating of Neutral across all share classes.
Morningstar’s Fund Analysis IBALX
Will IBALX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IBALX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the IBALX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of IBALX’s parent organization’s priorities and whether they’re in line with investors’ interests.