The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TBLIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the TBLIX 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 TBLIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A US-focused balanced fund.
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.