Vanguard Balanced Index Fund Quote
| VBIAX Fund | USD 50.17 0.18 0.36% |
PerformanceStrong
| Odds Of DistressLow
|
Vanguard Balanced is trading at 50.17 as of the 19th of July 2025; that is 0.36 percent up since the beginning of the trading day. The fund's open price was 49.99. Vanguard Balanced has less than a 12 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund employs an indexing investment approach designed to track the performance of two benchmark indexes. With approximately 60 percent of its assets, the fund seeks to track the investment performance of the CRSP US Total Market Index. With approximately 40 percent of its assets, the fund seeks to track the investment performance of the Bloomberg U.S. More on Vanguard Balanced Index
Moving together with Vanguard Mutual Fund
Vanguard Mutual Fund Highlights
| Fund Concentration | Vanguard Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Vanguard, Allocation--50% to 70% Equity (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Vanguard Balanced Index [VBIAX] is traded in USA and was established 19th of July 2025. Vanguard Balanced is listed under Vanguard category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Vanguard family. This fund at this time has accumulated 49.83 B in net assets with no minimum investment requirementsVanguard Balanced Index is currently producing year-to-date (YTD) return of 5.71% with the current yeild of 0.02%, while the total return for the last 3 years was 12.13%.
Check Vanguard Balanced Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Vanguard Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Vanguard Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Vanguard Balanced Index Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Vanguard Balanced Index Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| FB | ProShares Trust ProShares | Etf | Internet Content & Information | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology |
Vanguard Balanced Index Risk Profiles
| Mean Deviation | 0.4316 | |||
| Semi Deviation | 0.2822 | |||
| Standard Deviation | 0.6081 | |||
| Variance | 0.3698 |
Vanguard Balanced Against Markets
Other Information on Investing in Vanguard Mutual Fund
Vanguard Balanced financial ratios help investors to determine whether Vanguard Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Vanguard with respect to the benefits of owning Vanguard Balanced security.
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