IBALX Mutual Fund
IBALX Mutual Fund
IBALX Mutual Fund
Transamerica Multi-Managed Balanced Fund Class A
IBALX Mutual Fund Overview
IBALX Mutual Fund (Transamerica Multi-Managed Balanced Fund Class A) is managed by Transamerica with $848.5M in net assets. IBALX expense ratio is 0.95%, holding 675 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 1994-12-02.
IBALX performance shows a YTD return of 4.52%. The 1-year return is 6.49% and the 5-year return is 6.44%. IBALX dividend yield stands at 1.53%, paid quarterly.
IBALX top holdings include Nvidia Corp (5.0%), Apple, Inc (4.1%), Microsoft Corp (3.7%), Amazon.Com Inc (2.9%), Alphabet Inc (2.0%). Go to all IBALX holdings, IBALX sectors, or IBALX dividends.
IBALX can be compared against other funds. Use IBALX overlap to find shared positions, or IBALX vs another fund for a side-by-side view. IBALX alternatives are available via the screener, along with tax-loss harvesting opportunities.