Transamerica Multi Managed Balanced Fund Quote
| IBALX Fund | USD 36.41 0.01 0.03% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Transamerica Multi-managed is trading at 36.41 as of the 22nd of November 2024; that is 0.03% down since the beginning of the trading day. The fund's open price was 36.42. Transamerica Multi-managed has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Transamerica Multi Managed Balanced are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of December 2022 and ending today, the 22nd of November 2024. Click here to learn more.
Under normal circumstances, the fund invests approximately 60 percent of its net assets in equity securities and approximately 40 percent of its net assets in fixed-income securities . More on Transamerica Multi Managed Balanced
Moving together with Transamerica Mutual Fund
| 0.8 | ILLLX | Transamerica Capital Steady Growth | PairCorr |
| 0.97 | TWMTX | Transamerica Growth | PairCorr |
| 0.93 | TWQZX | Transamerica Large Cap | PairCorr |
Moving against Transamerica Mutual Fund
Transamerica Mutual Fund Highlights
| Fund Concentration | Transamerica Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Transamerica (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Transamerica Multi Managed Balanced [IBALX] is traded in USA and was established 22nd of November 2024. Transamerica Multi-managed is listed under Transamerica category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Transamerica family. This fund currently has accumulated 1.14 B in assets under management (AUM) with no minimum investment requirementsTransamerica Multi-managed is currently producing year-to-date (YTD) return of 15.21% with the current yeild of 0.01%, while the total return for the last 3 years was 4.73%.
Check Transamerica Multi-managed Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Transamerica Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Transamerica Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Transamerica Multi Managed Balanced Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Transamerica Multi Managed Balanced Mutual Fund Constituents
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| KO | The Coca Cola | Stock | Consumer Staples | |
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| MA | Mastercard | Stock | Financials |
Transamerica Multi-managed Risk Profiles
| Mean Deviation | 0.356 | |||
| Semi Deviation | 0.4188 | |||
| Standard Deviation | 0.4797 | |||
| Variance | 0.2301 |
Transamerica Multi-managed Against Markets
Other Information on Investing in Transamerica Mutual Fund
Transamerica Multi-managed financial ratios help investors to determine whether Transamerica Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Transamerica with respect to the benefits of owning Transamerica Multi-managed security.
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