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Morningstar

Vanguard Balanced Index Inv VBINX

Morningstar Analyst Rating
Analyst rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 41.92  /  0.66 %
  • Total Assets 49.9 Bil
  • Adj. Expense Ratio
    0.180%
  • Expense Ratio 0.180%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Limited
  • TTM Yield 1.70%
  • Turnover 35%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:32 PM GMT+00:00

Morningstar’s Analysis VBINX

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.

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

Analyst

Summary

| by Karen Zaya

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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