Vanguard Balanced Index Fund Investor Shares (VBINX)

37.56
Net Asset Value
+0.05%
1 Day
+13.85%
Year-to-Date
Overall Morningstar Rating
Allocation--50% to 70% equity
Style or Category
No Load
Sales Expenses
0.18%
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks to track the performance of a 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 US 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.

Performance

1 month+3.04% 3 years+9.04%
3 months+3.52% 5 years+7.55%
1 year+8.12% Since inception+8.18%
Data through --

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

 VBINXCategory
Performance 5-yr return+7.55%+5.04%
Expense ratio0.18%1.11%
Risk 5 year sharpe ratio0.870.56
Net assets$42.0B$3.4B
Average market cap$60.4B$69.4B
Average P/E18.717.4
Portfolio turnover44%44%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureJoshua Barrickman / 6 Years
Minimal initial investment$3,000.00
Minimum IRA investment--

Holdings

U.S. stock58.35%
Fixed income39.56%
Cash1.35%
International stock0.55%
Other0.19%
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
MSFT Microsoft2.08%
AAPL Apple1.66%
AMZN Amazon1.61%
FB Facebook0.94%
BRKB Berkshire Hathaway0.78%
JNJ Johnson & Johnson0.75%
JPM JPMorgan Chase0.70%
GOOGL Google0.66%
XOM Exxon Mobil0.66%
GOOG Google0.65%