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Transamerica Multi-Mgd Balanced A IBALX

Analyst rating as of
NAV / 1-Day Return
27.63  /  0.61 %
Total Assets
1.1 Bil
Adj. Expense Ratio
0.940%
Expense Ratio
0.940%
Fee Level
Below Average
Longest Manager Tenure
11.52 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
High / Moderate
Status
Open
TTM Yield
0.73%
Turnover
40%

Morningstar’s Fund Analysis IBALX

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Summary

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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.

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