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Transamerica Multi-managed Balanced Class C: (MF: IBLLX)

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

$33.86 USD

+0.04 (0.12%)

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 0.68 84
3 months 0.62 84
6 months 4.63 78
1 Year 10.97 79
3 Year 13.59 52
5 Year 7.58 49
10 Year 8.74 55

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -41.31
Bull Market (2/09 - 3/21) 463.29

Load Adjusted Returns as of Feb 28, 2026

1 Year 10.69
5 Year 7.43
10 Year 8.30
Since Inception 7.34

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -2.15 7.00 5.11 1.59
2024 5.98 2.72 4.90 -0.51
2023 5.70 4.98 -3.12 9.33
2022 -5.13 -12.09 -4.92 4.53
2021 2.47 5.91 -0.26 6.85

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.6811.8113.6217.54-17.1215.6614.6520.39-4.6610.446.76
% Total Return Rel to Index -0.70-6.40-11.40-8.701.07-13.01-3.74-11.09-0.26-11.34-5.17
% Total Return Rel to Peer -0.93-1.361.993.58-3.372.483.371.620.91-2.700.41
% Perf Quintile vs Peer* 5.004.000.002.005.002.002.002.003.005.003.00
% Dividends 0.000.270.300.240.070.000.060.140.150.070.11
% Yield 0.000.730.840.820.250.000.200.490.560.260.43
Capital Gains ($) 0.001.662.120.830.562.151.250.841.660.000.09
Expense Ratio 0.001.711.711.731.711.691.761.801.791.791.82

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