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Vanguard Balanced Index Adm VBIAX

Analyst rating as of
NAV / 1-Day Return
40.46  /  0.59 %
Total Assets
48.1 Bil
Adj. Expense Ratio
0.070%
Expense Ratio
0.070%
Fee Level
Low
Longest Manager Tenure
7.58 years
Category
US Fund Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
High / Moderate
Status
Open
TTM Yield
1.87%
Turnover
37%
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Morningstar’s Analysis

Will VBIAX outperform in future?

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

A cheap, U.S.-only balanced fund.

Senior Analyst

Summary

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Vanguard Balanced Index is a fixed 60/40 balanced portfolio that provides broad U.S. equities and U.S. investment grade bond exposure, at a rock-bottom price. However, this strategy is somewhat limited, as category peers can invest globally to improve diversification, and make changes to asset allocation. As a result, this fund’s Morningstar Analyst rating has been downgraded to Silver from Gold across share classes. It is still a solid option for investors who want a low-cost, domestic balanced fund.

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