MENU
+Compare
IBALX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$36.29
Change
+$0.27 (+0.75%)
Net Assets
1.36B

IBALX Transamerica Multi-Managed Balanced A Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Mastercard (NYSE:MA).

Industry description

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

Market Cap

The average market capitalization across the Transamerica Multi-Managed Balanced A MF is 2.15T. The market cap for tickers in the group ranges from 446.3B to 3.3T. NVDA holds the highest valuation in this group at 3.3T. The lowest valued company is MA at 446.3B.

Volume

The average weekly volume growth across all stocks in the Transamerica Multi-Managed Balanced A MF was 109%. For the same stocks of the MF, the average monthly volume growth was 92% and the average quarterly volume growth was -31%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 79
P/E Growth Rating: 61
Price Growth Rating: 27
SMR Rating: 22
Profit Risk Rating: 13
Seasonality Score: -14 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Transamerica Funds570 Carillon ParkwaySt Petersburg
Phone
N/A
Web
www.transamericafunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
SGRY21.221.61
+8.21%
Surgery Partners
APTV58.861.85
+3.25%
Aptiv PLC
SSRM6.950.08
+1.16%
SSR Mining
JG5.88-0.17
-2.87%
Aurora Mobile Limited
SWKH15.80-0.67
-4.07%
SWK Holdings Corp

IBALX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, IBALX has been closely correlated with RLBCX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if IBALX jumps, then RLBCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IBALX
1D Price
Change %
IBALX100%
+0.75%
RLBCX - IBALX
91%
Closely correlated
+0.77%
RLBEX - IBALX
91%
Closely correlated
+0.76%
RLBFX - IBALX
91%
Closely correlated
+0.76%
CLBFX - IBALX
88%
Closely correlated
+0.77%
BALCX - IBALX
88%
Closely correlated
+0.74%
More