Transamerica Multi-Managed Balanced Fund (IBALX) Alternatives
Transamerica Multi-Managed Balanced Fund (IBALX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with IBALX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to IBALX
IBALX charges 0.96% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among IBALX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | IBALX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | IBALX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | IBALX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | IBALX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | IBALX vs BWBIX |
Best Risk-Adjusted Alternatives to IBALX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | IBALX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | IBALX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | IBALX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | IBALX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | IBALX vs PMAIX |
Top Performing IBALX Alternatives (YTD)
IBALX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | IBALX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | IBALX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | IBALX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | IBALX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | IBALX vs CONWX |
Lowest Volatility Alternatives to IBALX
IBALX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | IBALX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | IBALX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | IBALX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | IBALX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | IBALX vs SICIX |
Lowest Drawdown Alternatives to IBALX
IBALX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | IBALX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | IBALX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | IBALX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | IBALX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | IBALX vs SICIX |
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Often Compared With IBALX
What investors most often compare with IBALX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Transamerica US Growth | Large Cap Growth Equities | 26 | -13.15% | Nov 13, 2009 | IBALX vs TADAX | |
| Vanguard Short-Term Treasury ETF | Government Bonds, Short-Term Bond | 97 | 0.28% | Nov 19, 2009 | IBALX vs VGSH | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | IBALX vs VOO | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | IBALX vs TPDAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | IBALX vs WWWEX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | IBALX vs QBDSX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | IBALX vs EKBAX |
Compare IBALX with Any Fund or Stock
Compare IBALX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.