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Vanguard Balanced Index Adm VBIAX

Analyst rating as of
NAV / 1-Day Return
41.19  /  1.48 %
Total Assets
48.2 Bil
Adj. Expense Ratio
0.070%
Expense Ratio
0.070%
Fee Level
Low
Longest Manager Tenure
9.78 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
High / Moderate
Status
Open
TTM Yield
1.72%
Turnover
35%

Morningstar’s Fund Analysis VBIAX

Will VBIAX outperform in future?

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

Still greater than the sum of its 60/40 parts, despite significant recent headwinds.

Analyst

Summary

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Efficient asset allocation, superior indexing, and incremental enhancements to the underlying procedures drive Vanguard Balanced Index’s Process rating to Above Average from Average. With rock-bottom fees and robust contributing groups, all share classes earn a renewed Morningstar Analyst Rating of Silver.

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