TBLTX – Fund Analysis – Transamerica Balanced II I3 | Morningstar

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TBLTX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the TBLTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of TBLTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A US-focused balanced fund.

Analyst Mahi Roy

Mahi Roy

Analyst

Summary

Transamerica Multi-Managed Balanced takes a straightforward approach to constructing a portfolio with broad US equities and US investment-grade bond exposure.

by Mahi Roy

Rated on Jun 23, 2024 Published on Jun 23, 2024

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