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Vanguard Balanced Index Adm VBIAX Fund Analysis

Morningstar Medalist Rating
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Morningstar’s Analysis VBIAX

Will VBIAX outperform in 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 low-cost U.S.-focused balanced fund.

Analyst Ben Sater

Ben Sater

Analyst

Summary

Vanguard’s straightforward approach to asset allocation and efficient indexing come together in this low-cost 60% U.S. stock/40% U.S. bond portfolio.

by Ben Sater
Rated on Published on

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