VBAIX – Vanguard Balanced Index I Investment Strategy | Morningstar

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Strategy

The investment seeks to track the performance of a benchmark index that measures the investment return of the overall U.S. stock market with 60% of its assets; the fund seeks to track the performance of a broad, market-weighted bond index with 40% of its assets. Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the securities that make up the target indexes and in securities that the advisor determines have substantially identical economic characteristics to the securities that make up the target indexes.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
VBINX	Vanguard Balanced Index Fund Investor Shares	No Load	Limited			Nov 9, 1992	$173.13M	0.180%	Low	$0	−$22.12M
VBIAX	Vanguard Balanced Index Fund Admiral Shares	Institutional	Open			Nov 13, 2000	$51.48B	0.070%	Low	$3,000	−$2.66B
VBAIX	Vanguard Balanced Index Fund Institutional Shares	Institutional	Open			Dec 1, 2000	$12.12B	0.040%	Low	$5M	−$514.18M

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