Transamerica Multi-Managed Balanced Fund

Shareclass

Transamerica Multi-Managed Balanced A (IBALX)

Type

Open-end mutual fund

Manager

Transamerica

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

percentile

Universe: Groups

Group: Allocation Funds

Ranking: 83 out of 683 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Dow Inc
0.13% of assets
$2.02M invested
2. Biogen Inc
0.04% of assets
$672,995 invested
3. Boston Scientific Corp
0.33% of assets
$5.03M invested
4. Welltower Inc
0.17% of assets
$2.52M invested
5. Mastercard Inc Class A
1.02% of assets
$15.59M invested
6. Bank of America Corp
0.63% of assets
$9.64M invested
7. Citigroup Inc
0.22% of assets
$3.33M invested
8. Hilton Worldwide Holdings Inc
0.26% of assets
$4.01M invested
9. Wells Fargo & Co
0.56% of assets
$8.57M invested
10. Uber Technologies Inc
0.3% of assets
$4.6M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Lennar Corp Class A
0.06% of assets
$973,190 invested
2. Palantir Technologies Inc Ordinary Shares - Class A
0.11% of assets
$1.64M invested
3. PACCAR Inc
0.09% of assets
$1.39M invested
4. Nucor Corp
0.05% of assets
$827,020 invested
5. Berkshire Hathaway Inc Class B
0.89% of assets
$13.61M invested
6. Fair Isaac Corp
0.08% of assets
$1.23M invested
7. Charter Communications Inc Class A
0.16% of assets
$2.38M invested
8. Kenvue Inc
0.12% of assets
$1.85M invested
9. Martin Marietta Materials Inc
0.08% of assets
$1.23M invested
10. Corpay Inc
0.26% of assets
$3.99M invested

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Financial performance

Performance data provided by

Find more financial data on IBALX at Morningstar.com

Gender Equality and Returns

Returns chart for Transamerica Multi-Managed Balanced Fund

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

IBALX

Transamerica Multi-Managed Balanced Fund

Family

Transamerica

Category

Moderate Allocation

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

4.74% less in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

IBALX

Transamerica Multi-Managed Balanced Fund

Family

Transamerica

Category

Moderate Allocation

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

4.74% less in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

IBALX

Transamerica Multi-Managed Balanced Fund

Family

Transamerica

Category

Moderate Allocation

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

4.74% less in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 3/31/25

Morningstar suggested benchmark: Morningstar Mod Tgt Risk TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
IBALX - Transamerica Multi-Managed Balanced Fund

5.67%

5.32%

11%

7.73%

55 / 100 points

Benchmark

8.22%

9.03%

19%

12%

55 / 100 points

Fund compared to benchmark

-2.54%

-3.72%

-7.48%

-4.74%

Same

Find more financial data on IBALX at Morningstar.com

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