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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  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 0.80 81
3 months 0.80 82
6 months 5.01 75
1 Year 11.79 67
3 Year 14.45 36
5 Year 8.39 29
10 Year 9.55 34

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 68.49
Bear Market (10/07 - 2/09) -40.86
Bull Market (2/09 - 3/21) 532.34

Load Adjusted Returns as of Feb 28, 2026

1 Year 6.78
5 Year 7.09
10 Year 8.53
Since Inception 8.89

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -1.97 7.19 5.32 1.80
2024 6.21 2.90 5.11 -0.33
2023 5.91 5.16 -2.95 9.54
2022 -4.98 -11.91 -4.75 4.73
2021 2.63 6.13 -0.06 7.05

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.8012.6614.5018.40-16.5116.5515.5421.29-3.9211.177.51
% Total Return Rel to Index -0.64-5.55-10.51-7.841.69-12.13-2.85-10.190.46-10.62-4.41
% Total Return Rel to Peer -0.87-0.512.874.44-2.753.364.262.521.64-1.971.16
% Perf Quintile vs Peer* 4.003.000.001.004.001.002.002.002.005.003.00
% Dividends 0.000.540.560.470.300.200.280.350.370.220.29
% Yield 0.001.361.481.521.000.530.811.121.320.761.08
Capital Gains ($) 0.001.662.120.830.562.151.250.841.660.000.09
Expense Ratio 0.000.950.960.980.960.941.011.041.031.031.08

* 1 = Top 20%, 5 = Bottom 20%