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Vanguard Balanced Index Inv VBINX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
48.32  /  0.21 %
Total Assets
57.6 Bil
Adj. Expense Ratio
0.180%
Expense Ratio
0.180%
Fee Level
Low
Longest Manager Tenure
8.43 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
High / Moderate
Status
Limited
TTM Yield
1.33%
Turnover
60%

USD | NAV as of Jul 29, 2021 | 1-Day Return as of Jul 29, 2021, 10:16 PM GMT+00:00

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Morningstar’s Analysis

Will VBINX outperform in future?

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

Process Pillar

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The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VBINX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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The People Pillar is our evaluation of the VBINX 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

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The Parent Pillar is our rating of VBINX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A solid U.S.-focused balanced fund.

Analyst

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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