TBLRX Mutual Fund (Transamerica Balanced II Class R) is managed by Transamerica with $22.2M in net assets. TBLRX expense ratio is 1.10%, holding 558 positions across sectors including Other, Information Technology, Financials. Inception date: 1994-07-05.

TBLRX performance shows a YTD return of 3.76%. The 1-year return is 12.06% and the 5-year return is 5.69%. TBLRX dividend yield stands at 29.47%, paid quarterly.

TBLRX 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 TBLRX holdings, sector breakdown, or dividend history.

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