IBALX Mutual Fund

IBALX Mutual Fund (Transamerica Multi-Managed Balanced Fund Class A) is managed by Transamerica with $826.7M in net assets. IBALX expense ratio is 0.95%, holding 663 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 1994-12-02.

IBALX performance shows a YTD return of 4.91%. The 1-year return is 5.44% and the 5-year return is 6.52%. IBALX dividend yield stands at 1.52%, paid quarterly.

IBALX top holdings include Nvidia Corp (5.2%), Apple Inc (4.1%), Microsoft Corp (3.9%), Umbs 30Yr Tba(Reg A) 2.5 Sep 14, 2020 (2.8%), Amazon.Com Inc (2.7%). 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.