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Vanguard Balanced Index Fund Investor Shares (VBINX)

28.84
Net Asset Value
+0.14%
1 Day
-2.83%
Year-to-Date
Overall Morningstar Rating
Moderate allocation
Style or Category
No Load
Sales Expenses
0.23%
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks to track the performance of a broad, market-weighted bond index and a benchmark index that measures the investment return of the overall U.S. stock market. 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 Barclays U.S. Aggregate Float Adjusted Index.

Performance

1 month-4.12% 3 years+8.90%
3 months-4.18% 5 years+9.95%
1 year+0.38% Since inception+8.27%
Data through --

Peer Comparisonvs. Moderate allocation

 VBINXCategory
Performance 5-yr return+9.95%+10.38%
Expense ratio0.23%1.25%
Risk 5 year sharpe ratio1.501.07
Net assets$26.5B$2.7B
Average market cap$40.6B$46.2B
Average P/E19.418.7
Portfolio turnover53%53%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureJoshua Barrickman / 2 Years
Minimal initial investment$3,000.00
Minimum IRA investment$3,000.00

Holdings

U.S. stock56.92%
Fixed income39.48%
Cash2.94%
International stock0.66%
Other0.00%
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 Apple1.76%
MSFT Microsoft0.86%
XOM Exxon Mobil0.83%
JNJ Johnson & Johnson0.70%
WFC Wells Fargo0.68%
JPM JPMorgan Chase0.65%
GE General Electric0.63%
BRKB Berkshire Hathaway0.60%
PFE Pfizer0.56%
T AT&T0.54%

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