Morningstar

Vanguard Balanced Index Fund Admiral Shares VBIAX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $54.53  /  +0.37 %
  • Fund Size $62.5B
  • Adjusted Expense Ratio 0.070%
  • Net Expense Ratio 0.070%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Moderate Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 2.11%
  • Turnover Ratio 31%
NAV and 1-Day Return as of

Morningstar’s Analysis VBIAX

Will VBIAX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VBIAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VBIAX 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 VBIAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A model for simplicity and efficiency.

Director Janet Yang Rohr

Janet Yang Rohr

Director

Summary

Vanguard Balanced Index provides a low-cost 60% US stock/40% US bond portfolio that reflects the firm’s disciplined approach to index and allocation management.

by Janet Yang Rohr
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Portfolio Holdings VBIAX

More VBIAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

4.25 3B
Technology

Apple Inc

3.89 2B
Technology

Microsoft Corp

3.15 2B
Technology

Amazon.com Inc

2.10 1B
Consumer Cyclical

Alphabet Inc Class A

1.67 1B
Communication Services

Broadcom Inc

1.47 932M
Technology

Alphabet Inc Class C

1.31 830M
Communication Services

Meta Platforms Inc Class A

1.05 668M
Communication Services

Micron Technology Inc

0.90 574M
Technology

Tesla Inc

0.87 551M
Consumer Cyclical

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