Transamerica Multi Managed Balanced Fund Buy Hold or Sell Recommendation

Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Transamerica Multi Managed Balanced is 'Strong Hold'. Macroaxis provides Transamerica Multi-managed buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding IBALX positions. The advice algorithm takes into account all of Transamerica Multi-managed's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Transamerica Multi-managed's buy or sell advice are summarized below:
Real Value
33.31
Hype Value
33.57
Market Value
0.0
Naive Value
33.5
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Transamerica Multi Managed Balanced given historical horizon and risk tolerance towards Transamerica Multi-managed. When Macroaxis issues a 'buy' or 'sell' recommendation for Transamerica Multi Managed Balanced, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of economic analysis.
In addition, we conduct extensive research on individual funds such as Transamerica and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Transamerica Multi Managed Balanced. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of economic analysis.

Execute Transamerica Multi-managed Buy or Sell Advice

The Transamerica recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Transamerica Multi Managed Balanced. Macroaxis does not own or have any residual interests in Transamerica Multi Managed Balanced or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Transamerica Multi-managed's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Transamerica Multi-managedBuy Transamerica Multi-managed
Not Rated
For the selected time horizon Transamerica Multi Managed Balanced has a Risk Adjusted Performance of 0.1011, Jensen Alpha of (0.01), Total Risk Alpha of (0.03), Sortino Ratio of (0.10) and Treynor Ratio of 0.1164
Our trade recommendation module complements current analysts and expert consensus on Transamerica Multi-managed. It analyzes the fund potential to grow using all fundamental, technical, and market related data available at the time. Use Transamerica Multi-managed price to book, year to date return, as well as the relationship between the Year To Date Return and net asset to ensure your buy or sell decision on Transamerica Multi-managed is adequate.

Transamerica Multi-managed Trading Alerts and Improvement Suggestions

The fund retains about 9.6% of its assets under management (AUM) in cash

Transamerica Multi-managed Returns Distribution Density

The distribution of Transamerica Multi-managed's historical returns is an attempt to chart the uncertainty of Transamerica Multi-managed's future price movements. The chart of the probability distribution of Transamerica Multi-managed daily returns describes the distribution of returns around its average expected value. We use Transamerica Multi Managed Balanced price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Transamerica Multi-managed returns is essential to provide solid investment advice for Transamerica Multi-managed.
Mean Return
0.09
Value At Risk
-0.52
Potential Upside
0.96
Standard Deviation
0.48
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Transamerica Multi-managed historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Transamerica Multi-managed Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Transamerica Multi-managed or Transamerica sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Transamerica Multi-managed's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Transamerica fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
-0.0054
β
Beta against NYSE Composite0.68
σ
Overall volatility
0.48
Ir
Information ratio -0.09

Transamerica Multi-managed Volatility Alert

Transamerica Multi Managed Balanced exhibits very low volatility with skewness of 0.23 and kurtosis of 0.25. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Transamerica Multi-managed's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Transamerica Multi-managed's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Transamerica Multi-managed Fundamentals Vs Peers

Comparing Transamerica Multi-managed's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Transamerica Multi-managed's direct or indirect competition across all of the common fundamentals between Transamerica Multi-managed and the related equities. This way, we can detect undervalued stocks with similar characteristics as Transamerica Multi-managed or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Transamerica Multi-managed's fundamental indicators could also be used in its relative valuation, which is a method of valuing Transamerica Multi-managed by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Transamerica Multi-managed to competition
FundamentalsTransamerica Multi-managedPeer Average
Price To Earning4.10 X6.53 X
Price To Book2.52 X0.74 X
Price To Sales1.88 X0.61 X
Annual Yield0.01 %0.29 %
Year To Date Return5.53 %0.39 %
One Year Return20.26 %4.15 %
Three Year Return5.78 %3.60 %
Five Year Return9.43 %3.24 %
Ten Year Return9.96 %1.79 %
Net Asset1.14 B4.11 B
Last Dividend Paid0.050.65
Cash Position Weight9.60 %10.61 %
Equity Positions Weight54.69 %63.90 %
Bond Positions Weight3.76 %11.24 %

Transamerica Multi-managed Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Transamerica . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Transamerica Multi-managed Buy or Sell Advice

When is the right time to buy or sell Transamerica Multi Managed Balanced? Buying financial instruments such as Transamerica Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Transamerica Multi-managed in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run IT Thematic Idea Now

IT
IT Theme
Information Technology (IT) companies and IT service providers across different domains. The IT theme has 46 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize IT Theme or any other thematic opportunities.
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Check out Transamerica Multi-managed Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
You can also try the Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.

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When running Transamerica Multi-managed's price analysis, check to measure Transamerica Multi-managed's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Transamerica Multi-managed is operating at the current time. Most of Transamerica Multi-managed's value examination focuses on studying past and present price action to predict the probability of Transamerica Multi-managed's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Transamerica Multi-managed's price. Additionally, you may evaluate how the addition of Transamerica Multi-managed to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Transamerica Multi-managed's value and its price as these two are different measures arrived at by different means. Investors typically determine if Transamerica Multi-managed is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Transamerica Multi-managed's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.