IBALX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Transamerica Multi-Managed Balanced A (IBALX) Ownership - Who owns Transamerica Multi-Managed Balanced A?

The investment seeks to provide a high total investment return through investments in a broadly diversified portfolio of stocks, bonds and money market instruments... Show more

Category: #Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

IBALX

Net Assets

1.34B

Fund Existence

over 30 years

Turnover

41.00

Total Expense Ratio

0.97

Front Load

5.50%

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000

Min. Initial Investment IRA

N/A

Morningstar Category

Moderate Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.97

Assets in Top Ten Holdings

268M

Average Credit Quality

Average Effective Duration

5.01

Average Effective Maturity

7.19

Fund of Funds

Fund Share Class Net Assets

746M

Fund Type

OpenEnd

Index Fund

Management Fee

0.59

Modified Duration

5.17

No Load Fund

Number of Long Holdings

650.00

Number of Net Holdings

651.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

19.92%

Gain YTD

-1.472

Annual Yield % from dividends

1.65

Returns for 1 year

0.52

Returns for 3 years

15.05

Returns for 5 years

24.40

Returns for 10 years

40.46

View a ticker or compare two or three

Compare

Ad is loading...

A.I.Advisor

published price charts

A.I. Advisor

published General Information

General Information

Category ModerateAllocation

Profile

Fundamentals

Details