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 a closer substitute for your current allocation.
Cheapest Alternatives to IBALX
IBALX charges 0.96% annually. There are 392 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | IBALX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | IBALX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | IBALX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | IBALX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | IBALX vs BWBIX |
Best Risk-Adjusted Alternatives to IBALX
IBALX has a PortfoliosLab risk / return rank of 43. There are 438 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | IBALX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | IBALX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | IBALX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | IBALX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | IBALX vs FSRRX |
Top Performing IBALX Alternatives (YTD)
IBALX is at 4.32% YTD. There are 411 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | IBALX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | IBALX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | IBALX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | IBALX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | IBALX vs BRUFX |
Lowest Volatility Alternatives to IBALX
IBALX has 8.27% 1-year volatility. There are 221 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | IBALX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | IBALX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | IBALX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | IBALX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | IBALX vs CSTAX |
Lowest Drawdown Alternatives to IBALX
IBALX has a 1-year max drawdown of -6.10%. There are 236 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | IBALX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | IBALX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | IBALX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | IBALX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | IBALX vs CSTAX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 29 | 10.45% | — | Sep 2021 | IBALX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 63 | 9.34% | — | Jul 1993 | IBALX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 97 | 12.04% | — | Dec 2012 | IBALX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund - Institutional... | Target Retirement Date | 70 | 11.03% | — | May 2011 | IBALX vs LIVIX | |
| BlackRock Enhanced Equity Dividend Trust | Derivative Income | 64 | 8.08% | — | Aug 2005 | IBALX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 30 | 22.08% | — | May 2000 | IBALX vs BGSAX | |
| BlackRock Global Equity Market Neutral Fund Invest... | Equity Market Neutral | 97 | 11.82% | — | Dec 2012 | IBALX vs BDMAX | |
| BlackRock Equity Dividend Fund | Large Cap Value Equities | 87 | 15.65% | — | Nov 1988 | IBALX vs MADVX | |
| BlackRock Strategic Income Opportunities Fund Clas... | Total Bond Market | 64 | 1.03% | — | Feb 2008 | IBALX vs BSIIX | |
| BlackRock High Yield K | High Yield Bonds | 78 | 1.22% | — | Jan 2001 | IBALX vs BRHYX |
Often Compared With IBALX
Investors most often compare IBALX with TADAX, VOO, VGSH. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare IBALX with Any Fund or Stock
Compare IBALX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IBALX with funds that move differently
Transamerica Multi-Managed Balanced Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IBALX.
Explore IBALX Diversifiers