IBALX Mutual Fund

IBALX Mutual Fund (Transamerica Multi-Managed Balanced Fund Class A) is managed by Transamerica with $871.6M in net assets. IBALX expense ratio is 0.95%, holding 668 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 1994-12-02.

IBALX performance shows a YTD return of 4.61%. The 1-year return is 10.87% and the 5-year return is 6.45%. IBALX dividend yield stands at 5.94%, paid quarterly.

IBALX top holdings include Nvidia Corp. (5.1%), Apple, Inc (4.0%), Microsoft Corp (3.6%), Amazon.Com Inc (2.6%), Alphabet Inc Common Stock USD 0.001 (2.0%). Go to all IBALX holdings, IBALX sectors, or IBALX dividends.

IBALX can be compared against other funds. Use IBALX overlap to find shared positions, or IBALX vs another fund for a side-by-side view. IBALX alternatives are available via the screener, along with tax-loss harvesting opportunities.