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Vanguard Balanced Index I VBAIX

Analyst rating as of
NAV / 1-Day Return
44.25  /  0.52 %
Total Assets
50.4 Bil
Adj. Expense Ratio
0.060%
Expense Ratio
0.060%
Fee Level
Low
Longest Manager Tenure
7.78 years
Category
US Fund Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
1.78%
Turnover
37%
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Morningstar’s Analysis

Will VBAIX outperform in future?

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

A solid U.S.-focused balanced fund.

Summary

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Vanguard Balanced Index employs a straightforward approach to deliver its fixed, U.S.-only 60% stock/40% bond portfolio. Vanguard’s indexing capabilities and the fund’s low costs make it a strong offering for investors seeking a domestic balanced portfolio. The fund earns a Morningstar Analyst Rating of Silver across all share classes.

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