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Transamerica Multi-managed Balanced Class C: (MF: IBLLX)
(NASDAQ Mutual Funds) As of Jun 23, 2025 08:00 PM ET
$33.65 USD
+0.15 (0.45%)
Zacks MF Rank
3-Hold of 5 3
Fund Description
The fund was incepted in December 1994 and is managed by AEGON/Transamerica fund Advisers, Inc. The fund seeks long-term capital growth and current income. The fund invests up to 75% of its assets in equity securities selected primarily for their growth potential, and at least 25% of its assets in securities that the fund manager believes have income potential. The fund may invest less than 35% of its net assets in high-yield/high-risk bonds (commonly known as ??junk bonds??). The fund distributes dividends and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Transamerica Multi-Mgr Balanced C | IBLLX | NA | NA | 1.00 | 1.00 | 0.59 | 1.71 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Transamerica Multi-Mgr Balanced A | IBALX | 34.63 | 12/2/1994 | 1.59 | 8.83 | 8.87 | 9.16 |
| Transamerica Multi-Mgr Balanced C | IBLLX | 33.65 | 11/22/2002 | 0.90 | 8.02 | 8.05 | 8.34 |
| Transamerica Multi-Mgr Balanced I | TBLIX | 34.87 | 11/30/2009 | 1.78 | 9.06 | 9.11 | 9.42 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Transamerica Multi-Mgr Balanced C | IBLLX | 1000 | 50 | 1000 | Q |
Contact Information
| Family | Transamerica |
| Address | PO Box 9012 Clearwater, FL 33758-9012 |
| Phone | 888 233-4339 |