- What does IBALX invest in?
- Typically, the fund aims to invest roughly 60% of its net assets in equity holdings and approximately 40% in fixed-income instruments. A key component of its fixed-income strategy involves dedicating at least 25% of its total net assets to senior fixed-income securities. These senior securities are characterized by their priority claim over other investments during a company's bankruptcy or liquidation proceedings.
- What is the expense ratio of IBALX?
- Transamerica Multi-Managed Balanced Fund (IBALX) charges an expense ratio of 0.95%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is IBALX?
- Transamerica Multi-Managed Balanced Fund (IBALX) manages $1.52B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is IBALX actively managed or an index fund?
- IBALX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was IBALX launched?
- Transamerica Multi-Managed Balanced Fund (IBALX) launched in December 1994 and is managed by the fund issuer.
- How has IBALX performed?
- IBALX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
