Back to top
Transamericamulti-managed Balanced Class A: (MF: IBALX)
(NASDAQ Mutual Funds) As of Dec 19, 2025 07:47 PM ET
$35.89 USD
-1.59 (-4.24%)
Zacks MF Rank
4-Sell of 5 4
Fund Description
The fund was incepted in December 1994 and is managed by AEGON/Transamerica fund Advisers, Inc. The fund seeks long-term capital growth and current income. The fund invests up to 75% of its assets in equity securities selected primarily for their growth potential, and at least 25% of its assets in securities that the fund manager believes have income potential. The fund may invest less than 35% of its net assets in high-yield/high-risk bonds (commonly known as ??junk bonds??). The fund distributes dividends and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Transamerica Multi-Mgr Balanced A | IBALX | 5.50 | NA | 0.00 | 0.25 | 0.59 | 0.95 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Transamerica Multi-Mgr Balanced A | IBALX | 35.89 | 12/2/1994 | 1.36 | 9.98 | 13.66 | 8.78 |
| Transamerica Multi-Mgr Balanced C | IBLLX | 36.74 | 11/22/2002 | 0.72 | 9.12 | 12.81 | 7.96 |
| Transamerica Multi-Mgr Balanced I | TBLIX | 38.06 | 11/30/2009 | 1.53 | 10.18 | 13.90 | 9.03 |
Investment Information
| Ticker | Minimum Initial Investment ($) | 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 |