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Transamericamulti-managed Balanced Class A: (MF: IBALX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:13 PM ET

$34.84 USD

+0.05 (0.14%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

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Zacks Premium Research for IBALX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Sell 4
MF Report

Fund Description

The fund was incepted in December 1994 and is managed by AEGON/Transamerica fund Advisers, Inc. The fund seeks long-term capital growth and current income. The fund invests up to 75% of its assets in equity securities selected primarily for their growth potential, and at least 25% of its assets in securities that the fund manager believes have income potential. The fund may invest less than 35% of its net assets in high-yield/high-risk bonds (commonly known as ??junk bonds??). The fund distributes dividends and capital gains annually.

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Transamerica Multi-Mgr Balanced A IBALX 5.50 NA 0.00 0.25 0.59 0.95

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Transamerica Multi-Mgr Balanced A IBALX 34.84 12/2/1994 1.42 11.79 14.45 8.39
Transamerica Multi-Mgr Balanced C IBLLX 34.71 11/22/2002 0.75 10.97 13.59 7.58
Transamerica Multi-Mgr Balanced I TBLIX 36.01 11/30/2009 1.61 12.03 14.69 8.65

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Transamerica Multi-Mgr Balanced A IBALX 1000 50 1000 Q

Contact Information

Family Transamerica
Address PO Box 9012
Clearwater, FL 33758-9012
Phone 888 233-4339