Transamerica Multi-Mgd Balanced I (TBLIX)
24.68 0.04(0.16%) Dec 3
* As of 31-Oct-13
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for TBLIX at this time.
|Symbol||% Assets||YTD Return %|
|Us 10yr Note (Cbt)dec13 Xcbt 20131219||3.34||-0.64|
|Us 2yr Note (Cbt) Dec13 Xcbt 20131231||2.89||35.95|
|Us 5yr Note (Cbt) Dec13 Xcbt 20131231||1.64||27.33|
|Us Ultra Bond(Cbt Dec13 Xcbt 20131219||1.45||45.19|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.99%|
Performance & Risk
|5y Avg Return:||15.86%|
|Rank in Category (ytd):||50|
|% Rank in Category (ytd):||5.59%|
|Morningstar Risk Rating:||2|
The investment seeks to provide a high total investment return through investments in a broadly diversified portfolio of stocks, bonds and money market instruments.
The fund invests approximately 60% of its assets in equity securities and 40% of its assets in fixed-income and money market securities (investing at least 25% of its assets in fixed-income senior securities, including debt securities and preferred stocks). Under adverse or unstable market, economic or political conditions, the fund may take temporary defensive positions in cash and short-term debt securities without limit. View More