IBALX Mutual Fund (Transamerica Multi-Managed Balanced Fund Class A) is managed by Transamerica with $847.3M in net assets. IBALX expense ratio is 0.95%, holding 668 positions across sectors including Other, Information Technology, Financials. Inception date: 1994-12-02.

IBALX performance shows a YTD return of 3.75%. The 1-year return is 12.31% and the 5-year return is 6.86%. IBALX dividend yield stands at 5.94%, paid quarterly.

IBALX top holdings include Nvidia Corp. (5.1%), Apple, Inc (4.0%), Microsoft Corp 4.100 Feb 06 37 (3.6%), Amazon.Com Inc (2.6%), Alphabet Inc Common Stock USD 0.001 (2.0%). View all IBALX holdings, sector breakdown, or dividend history.

IBALX can be compared against other funds using the overlap calculator or side-by-side comparison tool. IBALX alternatives are available via the screener, along with tax-loss harvesting opportunities.