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Transamericamulti-managed Balanced Class A: (MF: IBALX)
(NASDAQ Mutual Funds) As of Sep 26, 2025 08:00 PM ET
$36.90 USD
+0.13 (0.35%)
Zacks MF Rank
4-Sell of 5 4
Fund Description
The fund was incepted in December 1994 and is managed by AEGON/Transamerica fund Advisers, Inc. The fund seeks long-term capital growth and current income. The fund invests up to 75% of its assets in equity securities selected primarily for their growth potential, and at least 25% of its assets in securities that the fund manager believes have income potential. The fund may invest less than 35% of its net assets in high-yield/high-risk bonds (commonly known as ??junk bonds??). The fund distributes dividends and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Transamerica Multi-Mgr Balanced A | IBALX | 5.50 | NA | 0.00 | 0.25 | 0.59 | 0.95 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Transamerica Multi-Mgr Balanced A | IBALX | 36.90 | 12/2/1994 | 1.47 | 9.56 | 12.50 | 8.37 |
| Transamerica Multi-Mgr Balanced C | IBLLX | 35.62 | 11/22/2002 | 0.81 | 8.72 | 11.64 | 7.56 |
| Transamerica Multi-Mgr Balanced I | TBLIX | 36.90 | 11/30/2009 | 1.64 | 9.82 | 12.74 | 8.63 |
Investment Information
| Ticker | Minimum Initial Investment ($) | 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 |