Vanguard Balanced Index Fund Investor Shares (VBINX)

Net Asset Value
1 Day
Overall Morningstar Rating
Allocation--50% to 70% equity
Style or Category
No Load
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks to track the performance of the benchmark index that measures the investment return of the overall U.S. stock market with 60% of its assets; the fund seeks to track the performance of a broad- market-weighted bond index with 40% of its assets. The fund employs an indexing investment approach designed to track the performance of two benchmark indexes. With approximately 60% of its assets- the fund seeks to track the investment performance of the CRSP U.S. Total Market Index. With approximately 40% of its assets- the fund seeks to track the investment performance of the Bloomberg Barclays U.S. Aggregate Float Adjusted Index.


1 month+0.69% 3 years+6.62%
3 months+0.40% 5 years+8.87%
1 year+10.86% Since inception+8.21%
Data through --

Peer Comparisonvs. Allocation--50% to 70% equity

Performance 5-yr return+8.87%+8.03%
Expense ratio0.19%1.16%
Risk 5 year sharpe ratio1.421.03
Net assets$37.2B$3.1B
Average market cap$57.5B$69.9B
Average P/E21.421.7
Portfolio turnover37%37%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureJoshua Barrickman / 5 Years
Minimal initial investment$3,000.00
Minimum IRA investment--


U.S. stock58.50%
Fixed income38.93%
International stock0.47%
Top 5 Sectors
Portfolio weighting
Financial service 16.45%
Industrial materials 12.19%
Energy 11.29%
Healthcare 10.83%
Consumer goods 10.68%
Top 10 Holdings
Portfolio weighting
AAPL Apple1.75%
MSFT Microsoft1.54%
AMZN Amazon1.32%
FB Facebook0.90%
JPM JPMorgan Chase0.85%
BRKB Berkshire Hathaway0.79%
JNJ Johnson & Johnson0.74%
GOOG Google0.72%
XOM Exxon Mobil0.68%
GOOGL Google0.68%