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Vanguard Balanced Index Adm VBIAX

Analyst rating as of
NAV / 1-Day Return
43.30  /  1.45 %
Total Assets
52.0 Bil
Adj. Expense Ratio
0.070%
Expense Ratio
0.070%
Fee Level
Low
Longest Manager Tenure
9.46 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
High / Moderate
Status
Open
TTM Yield
1.61%
Turnover
35%

Morningstar’s Fund Analysis VBIAX

Will VBIAX 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

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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.

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