Transamerica Balanced IITBLTX

MUTUAL FUNDTransamerica
Type
Mutual fund
Peer group
Allocation
Net assets
$70.8M
Expense ratio
0.63%
1-year return
+19.1%
3 years, a year
+14.1%
5 years, a year
+7.9%
Holdings
576

What it aims to do.

Seeks to provide a high total investment return.

Top 10 holdings.

Holding% of fund
NVDA NVIDIA Corp5.16%
AAPL Apple Inc3.89%
MSFT Microsoft Corp3.33%
AMZN Amazon.com Inc2.94%
GOOGL Alphabet Inc2.28%
AVGO Broadcom Inc2.11%
Umbs, Tba1.59%
GOOG Alphabet Inc1.49%
META Meta Platforms Inc1.45%
JOBY Fixed Income Clearing Corp.1.23%

More on TBLTX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.