Transamerica Multi-Mgd Balanced A (IBALX)
* As of 28-Feb-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for IBALX at this time.
|Symbol||% Assets||YTD Return %|
|Us 2yr Note (Cbt) Mar14 Xcbt 20140331||2.55||-5.38|
|Us 10yr Note (Cbt)mar14 Xcbt 20140320||2.30||0.69|
|Us Ultra Bond(Cbt Mar14 Xcbt 20140320||1.52||2.31|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.36%|
Performance & Risk
|5y Avg Return:||19.30%|
|Rank in Category (ytd):||44|
|% Rank in Category (ytd):||4.75%|
|Morningstar Risk Rating:||3|
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 approximately 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