IBLLX Mutual Fund
IBLLX Mutual Fund
IBLLX Mutual Fund
Transamerica Multi-Managed Balanced Fund Class C
IBLLX Mutual Fund Overview
IBLLX Mutual Fund (Transamerica Multi-Managed Balanced Fund Class C) is managed by Transamerica with $136.1M in net assets. IBLLX expense ratio is 1.71%, holding 675 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2002-11-11.
IBLLX performance shows a YTD return of 5.63%. The 1-year return is 9.83% and the 5-year return is 6.76%. IBLLX dividend yield stands at 5.28%, paid quarterly.
IBLLX top holdings include Nvidia Corp (5.2%), Apple, Inc (3.9%), Microsoft Corp (3.3%), Amazon.Com Inc (2.9%), Alphabet Inc,class A (2.3%). Go to all IBLLX holdings, IBLLX sectors, or IBLLX dividends.
IBLLX can be compared against other funds. Use IBLLX overlap to find shared positions, or IBLLX vs another fund for a side-by-side view. IBLLX alternatives are available via the screener, along with tax-loss harvesting opportunities.