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.
Vanguard Balanced Index Inv VBINX
NAV / 1-Day Return
41.34
/
0.02
%
Total Assets
46.1 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
7.46
years
Category
US Fund Allocation--50% to 70% Equity
Investment Style
Large BlendCredit Quality / Interest Rate Sensitivity
High / ModerateStatus
Limited
TTM Yield
1.85%
Turnover
37%
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.
A cheap, U.S.-only balanced fund.
