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TBLTX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$13.60
Change
-$0.02 (-0.15%)
Net Assets
114.12M

TBLTX Transamerica Balanced II I3 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. 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). The fund's investment manager monitors the allocation of the fund's assets between the equity sub-adviser and the fixed-income sub-adviser and rebalances the allocation periodically to maintain these approximate allocations.

Market Cap

The average market capitalization across the Transamerica Balanced II I3 MF is 2.15T. The market cap for tickers in the group ranges from 446.3B to 3.19T. NVDA holds the highest valuation in this group at 3.19T. The lowest valued company is MA at 446.3B.

Volume

The average weekly volume growth across all stocks in the Transamerica Balanced II I3 MF was 26%. For the same stocks of the MF, the average monthly volume growth was -10% and the average quarterly volume growth was -40%

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: 19
SMR Rating: 22
Profit Risk Rating: 13
Seasonality Score: -11 (-100 ... +100)
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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
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TBLTX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, TBLTX has been closely correlated with CLBFX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if TBLTX jumps, then CLBFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TBLTX
1D Price
Change %
TBLTX100%
-0.15%
CLBFX - TBLTX
90%
Closely correlated
-0.57%
CLBAX - TBLTX
90%
Closely correlated
-0.57%
RLBEX - TBLTX
90%
Closely correlated
-0.57%
RLBCX - TBLTX
90%
Closely correlated
-0.54%
CLBCX - TBLTX
90%
Closely correlated
-0.57%
More