About VBINX
Vanguard Balanced Index Fund Investor Shares is an open-end mutual fund designed to provide a balanced allocation between equities and fixed income. Its primary objective is to seek capital appreciation, current income, and long-term growth of income by maintaining approximately 60% of its assets in U.S. stocks and 40% in U.S. bonds. The equity portion tracks the CRSP US Total Market Index, granting exposure to a broad spectrum of U.S. companies, while the bond component mirrors the Bloomberg U.S. Aggregate Float Adjusted Index, focusing exclusively on investment-grade securities. This fund is notable for its low expense ratio and disciplined, index-based approach, which aims to provide investors with consistent, diversified exposure to the U.S. financial markets. As a result, it appeals to those seeking a straightforward, cost-effective solution for moderate allocation within a single vehicle, with a particular emphasis on risk-balanced growth and income over time. Vanguard Balanced Index Fund Investor Shares holds a significant place in the market as a classic 60/40 portfolio, suitable for investors interested in a core holding that blends both stability and growth potential through broad market participation.
Fund Family Vanguard
Category Allocation--50% to 70% Equity
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol VBINX
Share Class Investor Shares
Index CRSP US Total Stock Market TR
VBINX had a total return of 20.08% in the past year, including dividends.
Since the fund's inception, the average annual return has been 8.56%.
