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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+2.04% 3 years+8.48%
3 months+5.29% 5 years+9.88%
1 year+15.19% Since inception+8.27%
Data through --

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

Performance 5-yr return+9.88%+8.03%
Expense ratio0.19%1.16%
Risk 5 year sharpe ratio1.611.18
Net assets$37.1B$3.0B
Average market cap$54.9B$62.3B
Average P/E22.621.3
Portfolio turnover44%44%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureJoshua Barrickman / 4 Years
Minimal initial investment$3,000.00
Minimum IRA investment--


U.S. stock58.88%
Fixed income38.82%
International stock0.49%
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 Apple1.69%
MSFT Microsoft1.43%
AMZN Amazon1.04%
FB Facebook0.91%
JNJ Johnson & Johnson0.81%
JPM JPMorgan Chase0.80%
BRKB Berkshire Hathaway0.77%
XOM Exxon Mobil0.76%
GOOG Google0.68%
GOOGL Google0.67%