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 $141.1M in net assets. IBLLX expense ratio is 1.71%, holding 668 positions across sectors including Other, Information Technology, Financials. Inception date: 2002-11-11.
IBLLX performance shows a YTD return of 3.72%. The 1-year return is 11.43% and the 5-year return is 7.29%. IBLLX dividend yield stands at 5.35%, paid quarterly.
IBLLX 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 IBLLX holdings, sector breakdown, or dividend history.
IBLLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. IBLLX alternatives are available via the screener, along with tax-loss harvesting opportunities.