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.
Morningstar’s Fund Analysis VBAIX
Will VBAIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VBAIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the VBAIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of VBAIX’s parent organization’s priorities and whether they’re in line with investors’ interests.