TBLTX Mutual Fund (Transamerica Balanced II Class I3) is managed by Transamerica with $47.7M in net assets. TBLTX expense ratio is 0.63%, holding 558 positions across sectors including Other, Information Technology, Financials. Inception date: 2017-09-15.

TBLTX performance shows a YTD return of 4.86%. The 1-year return is 12.62% and the 5-year return is 7.42%. TBLTX dividend yield stands at 30.03%, paid quarterly.

TBLTX 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 TBLTX holdings, sector breakdown, or dividend history.

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