Vanguard’s straightforward approach to asset allocation and efficient indexing come together in this low-cost 60% U.S. stock/40% U.S. bond portfolio.
Vanguard Balanced Index Inv VBINX
- NAV / 1-Day Return 46.08 / −0.11 %
- Total Assets 52.8 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.180%
- Distribution Fee Level Low
- Share Class Type No Load
- Category Moderate Allocation
- Investment Style Large Growth
- Credit Quality / Interest Rate Sensitivity High/Moderate
- Status Limited
- TTM Yield 1.95%
- Turnover 19%
USD | NAV as of May 08, 2024 | 1-Day Return as of May 08, 2024, 10:19 PM GMT+0
Morningstar’s Analysis VBINX
Will VBINX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 17.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 3.76 | 2.1 Bil | Technology |
Apple Inc | 3.03 | 1.7 Bil | Technology |
NVIDIA Corp | 2.58 | 1.4 Bil | Technology |
Amazon.com Inc | 2.03 | 1.1 Bil | Consumer Cyclical |
Meta Platforms Inc Class A | 1.29 | 708.2 Mil | Communication Services |
Alphabet Inc Class A | 1.07 | 589.5 Mil | Communication Services |
Mktliq 12/31/2049 | 1.01 | 554.1 Mil | Cash and Equivalents |
Alphabet Inc Class C | 0.88 | 486.9 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 0.83 | 459.8 Mil | Financial Services |
Eli Lilly and Co | 0.80 | 441.0 Mil | Healthcare |