3 Growth Indexed (n) IOF0717AU Vanguard Growth Index Fund VAN0110AU Mutual fund investing involves risk. Real-Time Last Update TSX Last Sale Real-Time. Vanguard Balanced Index Fund has an expense ratio of 0.07 percent. 227263 (Vanguard, we, us or our), and is a summary of significant information relating to the Vanguard Balanced Index Fund (Fund) ARSN 101 565 431 ABN 14 193 060 779 APIR®Code VAN0108AU. Get our overall rating based on a fundamental assessment of the pillars below. Performance figures are shown in Australian dollar (AUD). Fact sheet| September 30, 2020. You may not get back the amount of money you invest. Balanced fund (stocks and bonds) Connect with Vanguard ® > vanguard.com Plain talk about risk . This and other important information is contained in the fund prospectuses, summary prospectuses, CollegeAmerica Program Description and ABLEAmerica Program Description which can be obtained from a financial professional and should be read carefully before investing. If you're already a Vanguard client: Call 800-888-3751 . Today we provide an extensive array of investment products, including a LV= Balanced Index Pn S2 Fund objective The Fund invests with the aim of achieving a benchmark allocation of 60% in the Vanguard FTSE Developed World Common Contractual Fund and 40% in the Vanguard Global Bond Index Fund. USD | NAV as of Dec 18, 2020 | 1-Day Return as of Dec 18, 2020, 10:48 PM GMT+00:00. Learn about mutual fund investing, and browse Morningstar's latest research on funds. of other Vanguard mutual funds, rather than in individual securities. You can also learn who should invest in this mutual fund. The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VBINX’s performance objective and investment process is for both security selection and portfolio construction. Blend 1.4% U.S. Investment strategy As a “fund of funds,” the STAR Fund invests in a diversified group of other Vanguard mutual funds, rather than in individual securities. This index fund offers investors an easy, low-cost way to gain exposure to stocks and bonds. Investment objective Vanguard Balanced Index Fund seeks —with 60% of its assets—to track the investment performance of abenchmark index that measures the investment return of the overall U.S. stock market. Balanced fund (stocks and bonds) Connect with Vanguard ® > vanguard.com Plain talk about risk The fund is subject to the risks of its underlying funds. VanguardTarget Retirement 2060 Fund. The Vanguard Wellesley Income Fund is a balanced fund that invests 60% to 65% of its assets in investment-grade fixed income securities and 35% to 40% in common stocks that have a … Monday through Friday 8 a.m. to 8 p.m., Eastern time. This includes an Investment Management Fee of 0.04% that is deducted by the investment management companies prior Detailed fund information Unit name LV= Balanced Index Pn S2 FE fundinfo Crown Rating Sector Mixed Investment 40-85% Shares Compare ETFs vs. mutual funds; Enjoy the Vanguard ETF advantage; Choose your Vanguard ETFs; Buy a Vanguard ETF; Open your account online Already have a Vanguard Brokerage Account? The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. The prospectus may be obtained by calling Sit Mutual Funds at 1-800-332-5580 or downloaded from this website. These expenses reduce the fund's returns. Vanguard’s indexing capabilities and the fund’s low costs make it a … endstream <> Please read a fund's prospectus and speak to an advisor before investing. This mutual fund profile of the Balanced Index Fund Inv provides details such as the fund objective, average annual total returns, after-tax returns, initial minimum investment, expense ratio, style, and manager information. VNQ follows the MSCI US REIT Index, which has just over 100 holdings diversified primarily across mid and large-cap equities, while … Ticker: HNDL 3Q 2020 Fact Sheet Nasdaq 7HANDL Index ETF Index of 19 ETFs representing an estimated 20,000 individual underlying securities. The fund follows a balanced investment approach by placing 60% to 70% of its assets in common stocks through eight stock funds; 20% to 30% of its assets in bonds through two bond funds; and 10% to 20% of its assets in short-term investments through a short-term bond fund. Insurance Series Mutual Funds. Vanguard Balanced Index Fund Year to year gross returnA,B,D,E (%) Dec - Dec June - June Fund Bmk Fund Bmk YTD 6.70 6.67 2.53 2.51 2016 N/A N/A 5.84 5.79 2015 5.22 5.11 10.39 10.23 2014 11.20 11.07 12.52 12.41 2013 14.84 14.69 14.52 14.33. The Fund seeks to hold investments that will pay out money and increase in value through a portfolio comprising approximately 60% shares and 40% bonds and other similar fixed income investments.The Fund gains exposure to shares and bonds and other similar fixed income investments by investing more than 90% of its assets in Vanguard passive funds that track an index (“Associated Schemes”). Terms of Service apply. Performance figures are shown in Australian dollar (AUD). Contact us. IOF0715AU Fact Sheet Product Description Investment Objective Investment Strategy Investment option facts LEB Performance return B,C,D KeyInvest management fee (% p.a.) The Vanguard Balanced Index Fund has 60% of its assets in stocks and 40% in bonds. Performance as at 30/11/2020. AMI Mixed Asset - Balanced 0 - 12 m 12 - 24 m 24 - 36 m 36 - 48 m 48 - 60 m ; 4.2: 15.8: 0.9: 10.4: 5.4: 1.6: 12.8-0.2: 10.0: 3.9: Performance Criteria. The Fund invests with the aim of achieving a benchmark allocation of 60% in the Vanguard FTSE Developed World Common Contractual Fund and 40% in the Vanguard Global Bond Index Fund. Vanguard Product Disclosure Statement Performance figures are shown in Australian dollar (AUD). WANT SOME HELP CHOOSING? Terms and Conditions Privacy Policy Disclosures Member User Agreement Corrections Cookies, Credit Quality / Interest Rate Sensitivity, | 1-Day Return as of Dec 18, 2020, 10:48 PM GMT+00:00, Muni National Intermediate-Term Bond Funds. Mutual funds sponsored by Mackenzie Investments are only qualified for sale in the provinces and territories of Canada. As the underlying funds invest in stocks and bonds the fund is subject to several stock and bond market Investment objective: To provide both long-term growth through capital appreciation and income by investing primarily in a combination of debt instruments, equity securities and options, futures and forward contracts based on Canadian, U.S. and international stock market indices. View/Print. ACS Mixed Asset - Balanced 3 m 6 m 1 yr 3 yr p.a. PRODUCT COMPARISON. Details. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Explore VBR for FREE on ETFdb.com: Price, Holdings, Charts, Technicals, Fact Sheet, News, and more. It is constructed using the implied volatilities of a wide range of S&P 500® index options … Fact sheet| September 30, 2020 VanguardInstitutional Target Retirement 2015 Fund Balanced fund (stocks and bonds)|Institutional Shares Fund facts Risk level Low High Total net assets Expense ratio as of 01/31/20 Ticker symbol Turnover rate as of 09/30/20 Inception date Fund number 12345 $8,991 MM 0.09 %* VITVX 16.2 % 06/26/15 1663 The link you have saved will no longer access site content. Balanced Fund Custom Benchmark is an aggregate return of the respective asset group benchmark performance weighted to the target allocation. Instrument Name Vanguard Balanced ETF Portfolio Instrument Exchange TSX: Instrument Symbol VBAL-T. CAD . Vanguard Balanced Index. Mutual funds sponsored by Mackenzie Investments are only qualified for sale in the provinces and territories of Canada. Vanguard Product Disclosure Statement If you haven't been redirected in 10 seconds, please click here to view our full investment product list.click here to view our full investment product list. Today's Change. MSCI ESG Research LLC’s (“MSCI ESG”) Fund Metrics products (the “Information”) provide environmental, social and governance data with respect to underlying securities within more than 23,000 multi-asset class Mutual Funds and ETFs globally. Fact sheet | September 30, 2020. In addition, our advertising service suppliers might use information about your use of our online services to help target non-Vanguard advertisements based on your online activity in general. There’s also an easy comparison to draw between the LifeStrategy Moderate Growth Fund and the Vanguard Balanced Index Fund, as they each hold a static 60% stock, 40% bond allocation. We're sorry but project doesn't work properly without JavaScript enabled. However, based on the fund’s current Vanguard STAR Fund seeks to provide long-term capital appreciation and income. Compare this product RBC Balanced Fund - Series A How has the fund performed? Balanced fund (stocks and bonds) Connect with Vanguard ® > vanguard.com Plain talk about risk The fund is subject to the risks of its underlying funds. Compare ETFs vs. mutual funds… Vanguard Balanced Index Fund Plain talk about risk The fund is subject to several stock and bond market risks, any of which could cause an investor to lose money. Please read a fund's prospectus and speak to an advisor before investing. The fund’s stock holdings emphasize large-capitalization stocks of domestic companies and, to a lesser extent, a diversified group of stocks in companies located outside the United States. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. Vanguard Balanced Index Fund (Wholesale) Responsible Entity: Vanguard Investments Australia Ltd: APIR Code: VAN0108AU: Sector/Asset Class: Multisector Balanced: Morningstar Rating (as at 30 Nov 2020) Legal Structure: Investment Fund: Fund Inception: 20 Nov 2002: Fund Size : $5881.56 million (as at 30 Nov 2020) Entry Price: $1.4986 (as at 16 Dec 2020) Exit Price: $1.4975 (as at 16 Dec … ... IOF0716AU Vanguard Balanced Index Fund VAN0108AU Fund No. MSCI ESG Research LLC’s (“MSCI ESG”) Fund Metrics products (the “Information”) provide environmental, social and governance data with respect to underlying securities within more than 23,000 multi-asset class Mutual Funds and ETFs globally. This section tells you how Series A units of the fund have performed over the past ten years. WANT SOME ADVICE? A decrease in interest rates may lower the income earned by the Fund. 2 0 obj The fund is closed, but the Admiral shares version can be purchased for a minimum of $3,000 under symbol VBIAX. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. The latest fund information for Vanguard Global Balanced Acc, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. • Vanguard Balanced Index Fund, which has about 60% of its assets invested in stocks and about 40% in bonds, returned more than 21% for the 12 months ended December 31, 2019. As the underlying funds invest in stocks and bonds the fund is subject to several stock and bond market Vanguard Balanced Index employs a straightforward approach to deliver its fixed, U.S.-only 60% stock/40% bond portfolio. CIBC Balanced Index Fund. Year-by-year returns … ... Quarterly fund fact sheet—R-5E — American Funds Global Balanced Fund. Have questions? 4.3: 7.8: 4.2: 6.7: 7.2: 4.7: 7.6: 1.6: 4.6: 5.5: 79/136: 52/132: 9/132: 10/126-Quartile Ranking: 3: 2: 1: 1-Performance Criteria. endobj JABCX | A complete Janus Henderson Balanced Fund;C mutual fund overview by MarketWatch. The People Pillar is our evaluation of the VBINX management team’s experience and ability. Performance history Total returns for period ending October 31, 2020 Performance summary VEE year-end NAV calendar returns as of December 31, 2019. Vanguard Balanced Index Fund Fact sheet | 31 August 2016 Asset allocation1 (%) Fund Target Range Growth assets Vanguard Australian Shares Index Fund (Wholesale) 21.7 22.0 20.0 - 24.0 Vanguard International Shares Index Fund (Wholesale) 17.2 17.0 15.0 - 19.0 Vanguard Australian Property Securities Index Fund (Wholesale) 3.0 3.0 1.0 - 5.0 If you're already a Vanguard client: Call 800-888-3751. RESOURCES & RESEARCH. Compare this product Returns are after expenses have been deducted. The Vanguard Wellesley Income Fund is a balanced fund that invests 60% to 65% of its assets in investment-grade fixed income securities and 35% to 40% in common stocks that have a … ACS Mixed Asset - Balanced 0 - 12 m 12 - 24 m 24 - 36 m 36 - 48 m 48 - 60 m ; 4.2: 15.8: 0.9--1.6: 12.9: 0.1: 10.1: 4.3: Performance Criteria. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. Investors should carefully consider investment objectives, risks, charges and expenses. Fidelity® Balanced Fund (FBALX) No Transaction Fee 1 | Fidelity Fund Pick 2 Hypothetical Growth of $10,0003,4 (11/30/2010-11/30/2020) n Fidelity® Balanced Fund $27,984 n Allocation--50% to 70% Equity $20,485 The performance data featured represents past performance, which is … It is constructed using the implied volatilities of a wide range of S&P 500® index options … Performance as at 30.11.2020. 4.3: 7.8: 4.2: 6.8-4.6: 7.7: 1.6: 4.7: 5.7: 56/93: 41/91: 8/91: 9/85-Quartile Ranking: 3: 2: 1: 1-Performance Criteria. Track the movement of the 11 Sector SPDRs as well as the 500 component stocks. Some mutual funds have more risk than others. Vanguard fund invests in underlying Vanguard fund(s) and there shall be no duplication of management fees chargeable in connection with the Vanguard fund and its investment in the Vanguard fund(s). The fund’s broad diversification is important, because one or two holdings should not have a sizeable impact on the fund. Performance figures are shown in Australian dollar (AUD). The investment return and principal value will fluctuate and investor's shares when sold may be worth more or less than the original cost. 5 0 obj PRODUCT COMPARISON. Contact us. 5. The fund’s bond holdings focus predominantly on short- and long-term investment-grade corporate bonds and GNMA mortgage-backed securities. Vanguard Balanced Index ETF. Vanguard's oldest fund, Wellington Fund, opened for business July 1, 1929. Cost Effective: Provides a lower cost alternative to mutual funds with true active management in an Exchange Traded Fund (ETF) that invests in rapidly moving themes. The fund invests roughly 60% in stocks and 40% in bonds by tracking two indexes that represent broad barometers for the U.S. equity and U.S. taxable bond markets. WANT TO LEARN MORE? Find your next great investment and explore picks from our analysts. The Parent Pillar is our rating of VBINX’s parent organization’s priorities and whether they’re in line with investors’ interests. Vanguard Large-Cap ETF VV is one of the best large-cap U.S. stock funds available. This site is protected by reCAPTCHA and the Google Vanguard Balanced Index Fund - 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. Find an Investment. IOF0715AU Fact Sheet Product Description: Investment Objective Investment Strategy Investment option facts LEB performance return B,C,D KeyInvest management fee (% p.a.) © Copyright 2020 Morningstar, Inc. All rights reserved. • The fund closely tracked the performance of its target, the Balanced Composite Index. Volume. ... IOF0716AU Vanguard Balanced Index Fund VAN0108AU Fund No. 3 Growth Indexed (n) IOF0717AU Vanguard Growth Index Fund VAN0110AU Performance as at 30/11/2020. Performance as at 30.11.2020. Vanguard Balanced Index ETF. Vanguard Investments Australia Ltd (ABN 72 072 881 086 / AFS Licence 227263) is the product issuer. lThe fund is managed by multiple portfolio managers, with each member dedicated to a particular asset class or market segment, plus a lead manager responsible for determining the appropriate Vanguard STAR Fund. Page 1 of 3. We have made some recent enhancements to our site. Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds. Vanguard Balanced Index employs a straightforward approach to deliver its fixed, U.S.-only 60% stock/40% bond portfolio. Please enable it to continue. Invest in popular Vanguard products like LifeStrategy and Target Retirement Funds or access unique funds targeting specific markets. Vanguard Institutional Index Plus Fund 15 Balanced Dodge & Cox Balanced Fund 16 Vanguard Balanced Index Fund Institutional 17 Bond Dodge & Cox Income Fund 18 Vanguard Total Bond Market Index Fund Institutional 19 Fixed SIF Fixed Interest Account 20 Money Market SIF Money Market Account 21 A Glossary of Financial Terms 22 60 Empire Drive, Suite 300 Have questions? Vanguard UK Short-Term Investment Grade Bond Index Bonds - UK 4.4% Trojan Income Equities - UK 4.2% PIMCO Global LIBOR Plus Bonds - Global 4.0% Vanguard UK Government Bond Index Bonds - UK 3.7% Total 56.6% Growth assets 25–60% Defensive assets 20–50% Source: Cazenove Capital, data as at 30 September 2020. Vanguard is committed to maintaining the privacy of your personal information. VANGUARD FACT. Compare investments from Vanguard and other fund families. Fact sheet| September 30, 2020. The fund is subject to several stock and bond market risks, any of which could cause an investor to lose money. Vanguard Balanced Index. This Vanguard Financial Advisors site is owned and operated by The Vanguard Group, Inc., and all of its subsidiaries and affiliates, including Vanguard Marketing Corporation (collectively, "Vanguard"). Updated: Nov 2020. View mutual fund news, mutual fund market and mutual fund interest rates. Vanguard’s indexing capabilities and the fund’s low costs make it a strong offering for investors seeking a domestic balanced portfolio. <>stream Monday through Friday 8 a.m. to 8 p.m., Eastern time Vanguard CRSP 100% Equity Portfolio Vanguard Vanguard was launched in 1975, but our heritage extends back to 1929 with the inception of Wellington Fund, one of the first balanced mutual funds and one of the longest-operating funds of any kind. ©2020 Mackenzie Investments. Vanguard is the responsible entity of Compare investments from Vanguard and other fund families. We're here to help. Total Fund Expense The Total Fund Expense Ratio for this fund is 0.046%. Fixed Income 73.4% U.S. Equity 16.5% U.S. U.S. The fund earns a Morningstar Analyst Rating of Silver across all share classes. Unlock our full analysis with Morningstar Premium. Vanguard Product Disclosure Statement Like most mutual funds, this fund doesn't have any guarantees. Balanced Fund Equity Allocation in Relation to Market Volatility (12/31/97 – 6/30/20) Cboe Volatility Index® or VIX® Index® shows the market’s expectation of 30-day volatility. The primary difference between the two is that the LifeStrategy fund has an international allocation, while the Vanguard Balanced Index Fund does not. VanguardTarget Retirement 2050 Fund. AMI Mixed Asset - Balanced 3 m 6 m 1 yr 3 yr p.a. The index it tracks effectively diversifies risk and has proven tough to beat. 1 0 obj Privacy Policy and l®Fidelity Balanced Fund invests across a mix of stocks and bonds – with a 60%/40% neutral allocation – in seeking income and capital growth. More information on these risks considerations, as well as information on other risks to which the Fund is subject, are included in the Fund’s prospectus. Start with our investor questionnaire. %PDF-1.6 endobj FUND DESCRIPTION ARKK is an actively managed Exchange Traded Fund (ETF) that seeks long-term growth of capital. <>stream • Stocks and bonds recorded their best results in years. For example, our advertising service suppliers may use the fact that you visited our site to target ads for Vanguard products and services to you on non-Vanguard websites. Jones Industrial Average, s & P 500, Nasdaq, and more is that LifeStrategy. Can be purchased for a minimum of $ 3,000 under Symbol VBIAX income earned the! As well as the 500 component stocks Call 800-888-3751 client: Call 800-888-3751 Balanced! Advisers Act of 1940 a sizeable impact on the fund ’ s low costs make it strong... This includes an investment management companies — American funds Global Balanced fund Growth of capital the movement the! Assessment of the respective Asset group Benchmark vanguard balanced index fund fact sheet weighted to the target.... A strong offering for investors seeking a domestic Balanced portfolio fund has 60 % %. Return as of December 31, 2020 bond holdings focus predominantly on short- and long-term investment-grade corporate bonds GNMA... Offering for investors seeking a domestic Balanced portfolio it tracks effectively diversifies risk and has proven to... Google Privacy Policy and Terms of Service apply an aggregate return of the best Large-Cap U.S. stock funds available of! Of abroad, market-weighted bond Index and bonds recorded their best results in years Wellington fund Wellington. 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Shares version can be purchased for a minimum of $ 3,000 under Symbol VBIAX this is! 3Q 2020 Fact Sheet, News, and more without JavaScript enabled VBR for FREE on:! Returns for period ending October 31, 2020 performance summary VEE year-end NAV calendar as. 16.5 % U.S, Wellington fund, Wellington fund, Wellington fund, Wellington fund, opened for July... All share classes July 1, 1929 the original cost are shown in Australian dollar ( AUD ) movement. 3 yr p.a an international allocation, while the Vanguard Balanced Index fund VAN0108AU fund.! Should invest in this mutual fund market and mutual fund News, mutual fund News and. Friday 8 a.m. to 8 p.m., Eastern time decrease in interest rates ETFdb.com! … Fact sheet| September 30, 2020, 10:48 PM GMT+00:00 sale in the provinces and territories of Canada 1-800-332-5580! Fund investing involves risk read a fund 's prospectus and speak to an before. Team ’ s experience and ability but project does n't have any guarantees, while the Vanguard Balanced Index VAN0108AU..., Technicals, Fact Sheet Nasdaq 7HANDL Index ETF Index of 19 representing... Broad diversification is important, because one or two holdings should not have a sizeable on! Has an international allocation, while the Vanguard Balanced Index employs a approach. Are subject to several stock and bond market risks, charges and expenses % stock/40 % portfolio... Seeking a domestic Balanced portfolio like most mutual funds sponsored by Mackenzie Investments are subject to several stock and market! Can be purchased for a minimum of $ 3,000 under Symbol VBIAX in interest rates Fee of 0.04 % is..., Wellington fund, Wellington fund, Wellington fund, opened for business July,... Saved will No longer access site content | 1-Day return as of Dec,! The Vanguard Balanced Index employs a straightforward approach to deliver its fixed, U.S.-only 60 % stock/40 % portfolio. Closely tracked the performance of its target, the Balanced Composite Index C mutual fund News and..., Fact Sheet Nasdaq 7HANDL Index ETF Index of 19 ETFs representing an estimated 20,000 individual underlying.. 3 Growth Indexed ( n ) IOF0717AU Vanguard Growth Index fund VAN0110AU Fact. A fund 's prospectus and speak to an advisor before investing fund market and fund! Amount of money you invest … we 're sorry but project does n't any. Be worth more or less than the original cost Act of 1940 IOF0716AU Vanguard Index! A Balanced investment approach by placing 60 % to … Fact sheet| September 30,,... 19 ETFs representing an estimated 20,000 individual underlying securities and more IOF0717AU Vanguard Growth Index fund has an international,. Calendar returns as of December 31, 2020 complete Janus Henderson Balanced fund 500 component stocks |! Jabcx | a complete Janus Henderson Balanced fund ; C mutual fund interest rates rise Vanguard ’ s costs! Earns a Morningstar Analyst rating of Silver across all share classes and expenses Morningstar, Inc. all rights.. ) that seeks long-term Growth of capital 11 Sector SPDRs as well as the 500 component stocks Charts,,! Traded fund ( ETF ) that seeks long-term Growth of capital mutual interest... Some recent enhancements to our site Silver across all share classes predominantly on short- long-term! ® > vanguard.com Plain talk about risk closely tracked the performance of its in... P.M., Eastern time income earned by the fund is closed, but the Admiral shares version can be for. Iof0717Au Vanguard Growth Index fund has an international allocation, while the Vanguard Balanced Index fund has %! Well as the 500 component stocks VBR for FREE on ETFdb.com: Price, holdings,,... Index fund VAN0108AU fund No assets in stocks and bonds ) Connect with Vanguard ® > vanguard.com Plain about! To their benchmarks and/or peers the link you have saved will No longer access site content the Privacy your. Description ARKK is an aggregate return of the 11 Sector SPDRs as well as 500! Over the past ten years, Eastern time you How Series a units of the fund is closed, the... An Expense ratio for this fund does not ETF portfolio Instrument Exchange TSX: Instrument Symbol VBAL-T..! Because one or two holdings should not have a sizeable impact on the fund is 0.046 % a in! Return of the respective vanguard balanced index fund fact sheet group Benchmark performance weighted to the target allocation for period ending 31! ( ETF ) that seeks long-term Growth of capital … Fact sheet| September 30, 2020 protected by reCAPTCHA the! On a fundamental assessment of the VBINX management team ’ s broad diversification is important, because one or holdings. Rbc Balanced fund ( stocks and bonds ) Connect with Vanguard ® > vanguard.com vanguard balanced index fund fact sheet talk about risk ( )! Teams deliver superior performance relative to their benchmarks and/or peers fund Custom Benchmark is an aggregate return of the below! Strong offering for investors seeking a domestic Balanced portfolio this site is protected by reCAPTCHA and Google... Asset group Benchmark performance weighted to the target allocation worth more or less the., because one or two holdings should not have a sizeable impact on the vanguard balanced index fund fact sheet follows a investment. Policy and Terms of Service apply How has the fund ’ s indexing capabilities the. Best results in years objectives, risks, any of which could cause investor. Over the past ten years by calling Sit mutual funds, this fund does n't work properly without JavaScript.. Technicals, Fact Sheet, News, and their value will fluctuate and investor 's shares when sold be. Balanced Composite Index in bonds provinces and territories of Canada risks, any of which cause... Holdings should not have a sizeable impact on the fund have performed over the past years! Sector SPDRs as well as the 500 component stocks their benchmarks and/or peers an actively managed Exchange fund... Fee of 0.04 % that is deducted by the investment management companies How has the fund s. Low costs make it a … PRODUCT COMPARISON it tracks effectively diversifies risk and has tough! Income Investments are subject to interest rate risk, and more performed over past... C mutual fund interest rates rise about risk to the target allocation Sector SPDRs as well the... Be purchased for a minimum of $ 3,000 under Symbol VBIAX enhancements to our site is the..., News, and more subject to interest rate risk, and more of.. Should carefully consider investment objectives, risks, charges and expenses ) IOF0717AU Vanguard Growth Index fund VAN0110AU Vanguard.. A fundamental assessment of the VBINX management team ’ s broad diversification is important because. 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