Vanguard Balanced Index Inv
(VBINX)
US Markets Open In1 hr 17 min
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28.73
+0.20
+0.70%
:

Previous Close

28.53

Net Assets

3.07B

Yield

1.77%

Front load

None

Expenses

0.24%

Category

Moderate Allocation

Morningstar Risk

Below Average

Morningstar Rating ★★★★
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Performance
Returns %
Key statistics
  • Composition
  • Performance
  • Top Holdings
  • Top Rated Funds
  • Fund vs. Category
Quarterly Returns
  • Annual

  • VBINX

  • Category

    • 2013

    • 17.91%

    • -

    • 2012

    • 11.33%

    • -

    • 2011

    • 4.14%

    • -

    • 2010

    • 13.13%

    • -

    • 2013

    • 2012

    • 2011

      • Q1

      • 6.50%

      • 7.68%

      • 3.89%

      • Q2

      • 0.70%

      • -1.09%

      • 0.93%

      • Q3

      • 3.90%

      • 4.37%

      • -7.75%

      • Q4

      • 5.82%

      • 0.16%

      • 7.66%

      Composition
      Sector Weightings
      Equity Investment Style
      Bond Investment Style
      The two dimensions of the Fund Style box measure the average size of companies that have been in the FUND, from the top to bottom, and the average valuation characteristics of the FUND's past stock holdings, from left to right.
      • Name

      • % Portfolio Weight

      • Shares Held

      • Change

        • Apple Inc

        • 1.57

        • 3,825,019

        • -21,500

        • Exxon Mobil Corporation

        • 1.05

        • 2,724,284

        • -15,300

        • Microsoft Corp

        • 0.90

        • 4,737,170

        • -5,500

        • Johnson & Johnson

        • 0.78

        • 1,801,547

        • -3,300

        • Wells Fargo & Co

        • 0.71

        • 3,334,710

        • -25,400

        • General Electric Co

        • 0.67

        • 6,409,546

        • 12,500

        • Berkshire Hathaway Inc Class B

        • 0.60

        • 1,057,140

        • 8,100

        • Procter & Gamble Co

        • 0.59

        • 1,729,598

        • 3,300

        • JPMorgan Chase & Co

        • 0.59

        • 2,402,717

        • -11,700

        • Chevron Corp

        • 0.59

        • 1,213,031

        • -1,400

        • Name

        • Rating

        • YTD Return %

          • Columbia Balanced Z

          • ★★★★★
          • 5.69

          • Fidelity® Puritan® K

          • ★★★★★
          • 6.32

          • Fidelity® Balanced K

          • ★★★★★
          • 6.21

          • American Funds American Balanced F2

          • ★★★★★
          • 4.65

          • American Beacon Balanced AMR

          • ★★★★★
          • 5.71

          • VY T. Rowe Price Capital Appreciation A

          • ★★★★★
          • 6.68

          • Villere Balanced Inv

          • ★★★★★
          • -1.10

          • Hennessy Equity and Income Investor

          • ★★★★★
          • 5.17

          • MainStay Income Builder I

          • ★★★★★
          • 5.41

          • T. Rowe Price Capital Appreciation Adv

          • ★★★★★
          • 6.71

          • Name

          • VBINX

          • Category

            • Expense Ratio

            • 0.24%

            • 0.97%

            • Net Assets

            • 3.07B

            • 706.68M

            • Dividend Yield

            • 2.13%

            • 2.36

            • Price/Book

            • 2.35

            • 2.10

            • Price/Sales

            • 1.60

            • 1.54

            • Price/Cash Flow

            • 7.67

            • 6.05

            Profile

            Name of Issuer

            Vanguard

            Fund Style

            Open

            Fund Manager

            Joshua Barrickman

            Investment Style

            Large Blend

            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.

            Purchase Information

            Initial Purchase 3,000
            Initial Purchase: IRA 3,000
            Initial Purchase: AIP NA
            Front load None
            Back Load None

            Inception

            11/9/1992