Skip to Content

Vanguard Balanced Index I VBAIX

Analyst rating as of
NAV / 1-Day Return
40.15  /  0.40 %
Total Assets
52.5 Bil
Adj. Expense Ratio
0.060%
Expense Ratio
0.060%
Fee Level
Low
Longest Manager Tenure
9.35 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
High / Moderate
Status
Open
TTM Yield
1.73%
Turnover
35%

Morningstar’s Analysis

Will VBAIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Greater than the sum of its 60/40 parts.

Analyst

Summary

| |

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.

Unlock our full analysis with Morningstar Investor