Morningstar

Vanguard Balanced Index Fund Investor Shares VBINX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $54.30  /  +0.46 %
  • Fund Size $62.5B
  • Adjusted Expense Ratio 0.180%
  • Net Expense Ratio 0.180%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Moderate Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Limited
  • TTM Yield 2.01%
  • Turnover Ratio 31%
NAV and 1-Day Return as of

Morningstar’s Analysis VBINX

Will VBINX 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 VBINX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Simple, effective, and cheap.

Associate Analyst Mary Marshall

Mary Marshall

Associate Analyst

Summary

Vanguard Balanced Index is a top US balanced fund option that can serve as an investor’s whole portfolio or be the anchor for one that's more adventurous. Vanguard’s research-driven portfolio management team continues to make meaningful changes on the margin, supporting an upgrade to the Process rating to High from Above Average.

by Mary Marshall
Rated on Published on

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Portfolio Holdings VBINX

More VBINX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

4.44 3B
Technology

Apple Inc

4.12 3B
Technology

Microsoft Corp

3.23 2B
Technology

Amazon.com Inc

2.05 1B
Consumer Cyclical

Alphabet Inc Class A

1.71 1B
Communication Services

Broadcom Inc

1.42 881M
Technology

Alphabet Inc Class C

1.36 845M
Communication Services

Meta Platforms Inc Class A

1.36 843M
Communication Services

Micron Technology Inc

1.02 634M
Technology

Tesla Inc

0.85 528M
Consumer Cyclical

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