NASDAQ · Asset Management

Transamerica Multi-Managed Balanced Fund (IBALX) Stock

$38.13 -0.18% NASDAQ: IBALX Financial Services

Typically, the fund aims to invest roughly 60% of its net assets in equity holdings and approximately 40% in fixed-income instruments. A key component of its fixed-income strategy involves dedicating at least 25% of its total net assets to senior fixed-income securities.

Valuation

MetricValue
Price$38.13
Market Cap$1.55B
P/E Ratio27.66
P/B Ratio
P/S Ratio
EPS (TTM)$1.38
52-Week High$38.20
52-Week Low$34.05
Dividend Yield1.60%

Financials & Margins

MetricValue
ROE
ROA
ROCE
Gross Margin
Operating Margin
Net Margin
Debt/Equity
Current Ratio

Valuation & Return Ratios

MetricValue
PEG Ratio
EV / EBITDA
FCF Yield
Quick Ratio
Interest Coverage
Return 1Y12.66%
Return 3Y46.99%
Return 5Y43.05%

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
GTMUXGoldman Sachs Small/Mid Cap Growth Fund $26.75 -0.11% $1.43B 13.57%
HCKAXHartford Checks and Balances Fund Class A $11.19 -0.18% 24.98 $1.39B 1.43%
HILVXHarbor Large Cap Value Fund $21.47 +0.28% 22.87 $973.65M 0.93%
JDHCXJanus Henderson High-Yield Fund $7.42 -0.13% $1.38B 0.00%
JDHYXJanus Henderson High-Yield Fund $7.43 -0.13% 16.03 $1.38B 6.32%

About Transamerica Multi-Managed Balanced Fund

Typically, the fund aims to invest roughly 60% of its net assets in equity holdings and approximately 40% in fixed-income instruments. A key component of its fixed-income strategy involves dedicating at least 25% of its total net assets to senior fixed-income securities. These senior securities are characterized by their priority claim over other investments during a company's bankruptcy or liquidation proceedings.

Transamerica Multi-Managed Balanced Fund is headquartered in US.

Transamerica Multi-Managed Balanced Fund (IBALX) stock trades at $38.13 with a market capitalization of $1.55B. The stock is valued at a price-to-earnings (P/E) ratio of 27.66. Over the past 52 weeks the stock has ranged between $34.05 and $38.20, and currently trades at its 52-week high. It pays a dividend yielding 1.60%.

Official website: www.transamerica.com/mutual-fund/transamerica-multi-managed-balanced/ibalx/893957316

Related Financial Services Stocks

BRK.A Insurance - Diversified $733370.00 +0.00% BRK.B FIRE, MARINE & CASUALTY INSURANCE $482.70 +0.00% JPM Banks - Diversified $357.52 +0.34% V Financial - Credit Services $362.50 -2.15% MA Financial - Credit Services $562.95 -2.26% BAC Banks - Diversified $63.17 +0.27% HSBC Banks - Diversified $102.60 -1.06% MS Financial - Capital Markets $203.19 -3.97% GS Financial - Capital Markets $980.75 -5.09% RY Banks - Diversified $206.45 -2.79% WFC Banks - Diversified $83.87 -3.45% MUFG Banks - Diversified $21.94 -2.18%

Popular Stocks

Apple (AAPL)Microsoft (MSFT)NVIDIA (NVDA)Alphabet (GOOGL)Amazon (AMZN)Meta (META)Tesla (TSLA)Broadcom (AVGO)Eli Lilly (LLY)Exxon Mobil (XOM)

Screens featuring this stock

High ROE Financial Services StocksLow P/E Financial Services StocksHigh Net Margin Financial Services StocksDividend Financial Services StocksLow Debt Financial Services StocksNasdaq High ROE StocksAll stock screens
Run Stock Screener Investing Guides