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.
NAV / 1-Day Return
41.82 / 0.10 %
Adj. Expense Ratio
Longest Manager Tenure
Allocation--50% to 70% Equity
Investment StyleLarge Blend
Credit Quality / Interest Rate SensitivityHigh / Moderate
Morningstar’s Fund Analysis VBAIX
Will VBAIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.