IBLLX : Transamerica Multi-Managed Balanced Fund Class C

IBLLX is a Allocation Market All-In-One with HIGH fees.

IBLLX

Transamerica Multi-Managed Balanced Fund Class C

FI Score

33 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

7 /10

Category Score

5 /10

Market Size

7 /10

33% FI Score
  • ibllx
  • Mutual Fund
  • Allocation
  • All-In-One

Transamerica Multi-Managed Balanced Fund Class C

Expenses: 1.80% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks to provide a high total investment return through investments in a broadly diversified portfolio of stocks, bonds and money market instruments. The fund varies the percentage of assets invested in any one type of security in accordance with its sub-advisers' interpretation of economic and market conditions, fiscal and monetary policy, and underlying securities values. Under normal circumstances, the fund invests approximately 60% of its net assets in equity securities and approximately 40% of its net assets in fixed-income securities (investing at least 25% of its net assets in fixed-income senior securities).

Largest Holdings

Amount Holding
3.76% Microsoft Corp
3.09% Apple Inc
2.74% Amazon.com Inc
2.20% Federal National Mortgage Association 3.5%
2.17% Federal National Mortgage Association 3%
1.16% Facebook Inc A
1.07% Alphabet Inc A
1.05% Mastercard Inc A
0.99% United States Treasury Bonds 3.62%
0.96% Alphabet Inc Class C
0.91% Procter & Gamble Co
0.91% Berkshire Hathaway Inc Class B
0.89% E-mini S&P 500 Futures June20
0.82% UnitedHealth Group Inc
0.76% Merck & Co Inc
0.72% PayPal Holdings Inc
0.71% Federal National Mortgage Association 4%
0.70% United States Treasury Bonds 4.75%
0.69% Verizon Communications Inc
0.68% Citigroup Inc
0.67% Medtronic PLC
0.66% Thermo Fisher Scientific Inc
0.64% Honeywell International Inc
0.63% Bristol-Myers Squibb Company
0.62% Chevron Corp

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