Vanguard Balanced Index’s team employs an effective and unpretentious approach to produce a low-cost U.S. 60/40 balanced portfolio. The strategy maintains a Morningstar Analyst Rating of Silver across all share classes.
Vanguard Balanced Index Inv VBINX
NAV / 1-Day Return
45.54
/
0.33
%
Total Assets
61.0 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.180%
Expense Ratio
0.180%
Fee Level
Low
Longest Manager Tenure
8.93
years
Category
Allocation--50% to 70% Equity
Investment Style
Large BlendCredit Quality / Interest Rate Sensitivity
High / ModerateStatus
Limited
TTM Yield
1.25%
Turnover
60%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will VBINX 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 VBINX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
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
The Parent Pillar is our rating of VBINX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Greater than the sum of its 60/40 parts.
