About IBLLX
Transamerica Multi-Managed Balanced Fund Class C is a balanced mutual fund designed to provide a high total investment return through a diversified portfolio of stocks, bonds, and money market instruments. Its primary function is to achieve both long-term capital appreciation and current income by allocating assets across equity and fixed income markets. The fund typically invests up to 75% of its assets in equity securities, focusing on large growth and value stocks, including prominent holdings such as Microsoft, Apple, NVIDIA, and Amazon. On the fixed income side, the portfolio holds corporate bonds, U.S. government bonds, and agency bonds, along with commercial paper and mortgage securities, which contribute to income generation and help mitigate equity market volatility. With its multi-manager approach, the fund leverages diverse management expertise to navigate varying market conditions. This strategic blend of asset classes aims to provide investors with balanced exposure to both growth opportunities in equities and stability from fixed income securities, making it a relevant vehicle for those seeking a mix of income and moderate growth within the broader financial market.
Fund Family Transamerica
Category Allocation--50% to 70% Equity
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol IBLLX
Share Class C
Index S&P 500 TR
IBLLX had a total return of 10.10% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.55%.
