TBLTX Mutual Fund
TBLTX Mutual Fund
TBLTX Mutual Fund
Transamerica Balanced II Class I3
TBLTX Mutual Fund Overview
TBLTX Mutual Fund (Transamerica Balanced II Class I3) is managed by Transamerica with $46.8M in net assets. TBLTX expense ratio is 0.63%, holding 593 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2017-09-15.
TBLTX performance shows a YTD return of 4.85%. The 1-year return is 6.85% and the 5-year return is 7.00%. TBLTX dividend yield stands at 1.94%, paid quarterly.
TBLTX top holdings include Nvidia Corp (4.9%), Apple, Inc (3.8%), Microsoft Corp (3.6%), Amazon.Com Inc (2.5%), Alphabet Inc (1.8%). Go to all TBLTX holdings, TBLTX sectors, or TBLTX dividends.
TBLTX can be compared against other funds. Use TBLTX overlap to find shared positions, or TBLTX vs another fund for a side-by-side view. TBLTX alternatives are available via the screener, along with tax-loss harvesting opportunities.