Transamerica Multi-Managed Balanced Fund (IBALX) Research

Typically, the fund aims to invest roughly 60% of its net assets in equity holdings and approximately 40% in fixed-income instruments. A key component of its fixed-income strategy involves dedicating at least 25% of its total net assets to senior fixed-income securities. These senior securities are characterized by their priority claim over other investments during a company's bankruptcy or liquidation proceedings.

Market snapshot

Symbol
IBALX
Price
$37.55
Day change
+0.72%
Market cap
$1.5B
52-week range
34.05-37.88
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Goldman Sachs Small/Mid Cap Growth Fund (GTMUX)
  • Hartford Checks and Balances Fund (HCKAX)
  • Harbor Large Cap Value Fund (HILVX)
  • Janus Henderson High-Yield Fund (JDHCX)
  • Janus Henderson High-Yield Fund (JDHYX)
  • Janus Henderson High-Yield Fund (JHYFX)
  • BNY Mellon MidCap Index Fund (PESPX)
  • Victory Science & Technology Fund (USSCX)

Open Transamerica Multi-Managed Balanced Fund (IBALX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.