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Transamerica Multi-Managed Balanced A (IBALX)

32.57 +0.18 (+0.56%)
At close: 8:01 PM EDT

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
10
Min Initial Investment, AIP
5
Min Subsequent Investment
500
Min Subsequent Investment, IRA
0.5
Min Subsequent Investment, AIP
0.5

Broker Availability

  • TradeStation Securities
  • Comerica Bank
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • Raymond James
  • Raymond James WRAP Eligible
  • RBC Wealth Management-Network Eligible
  • TIAA-CREF Brokerage Services
  • Matrix Financial Solutions
  • TD Ameritrade Institutional
  • ING (k)Choice
  • ING 401(k) Adv
  • TIAA-CREF NTF
  • Securities America Inc.
  • Cetera Financial Specialists LLC- Premier

Fund Summary

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).

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Transamerica
Net Assets 1.24B
YTD Return 6.22%
Yield 1.43%
Morningstar Rating
Inception Date Nov 11, 2002

Performance & Risk

YTD Return 1.82%
5y Average Return 8.27%
Rank in Category (ytd) 26
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

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