Vanguard Balanced Index Inv
(VBINX)
+0.04
+0.15%
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 26.15 |
| Category | Moderate Allocation |
| Net Assets | 3.04 Bil |
| Yield | 1.87% |
| Morningstar Risk | Below Average |
| Morningstar Return | Above Average |
- Last NAV update 5/21/2013 4:00 PM ET
| NA |
|---|
| The investment seeks to track the performance of a broad, market-weighted bond index and a benchmark index that measures the investment return of the overall U.S. stock market. The fund employs an indexing investment approach designed to track the performance of two benchmark indexes. With approximately 60% of its assets, the fund seeks to track the investment performance of the CRSP US Total Market Index. With approximately 40% of its assets, the fund seeks to track the investment performance of the Barclays U.S. Aggregate Float Adjusted Index. |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 20.05% | 13.13% | 4.14% | 11.33% | 10.68% |
| Value ($) | 12,005.00 | 13,581.26 | 14,143.52 | 15,745.98 | 17,427.65 |
- Year to date performance as of 5/20/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | Vanguard |
| Fund Manager | Joshua Barrickman |
| Tenure (Years) | 0 |
| Fund Status | Open |
| Minimum Initial Purchase | 3,000.00 |
| Minimum IRA Investment | 3,000.00 |
| Front Load | 0.00 |
| Expense Ratio | 0.24% |
| Symbol | Value ($) |
|---|---|
| 1 Month | 4.34% |
| 3 Months | 7.12% |
| 1 Year | 18.33% |
| 3 Years* | 12.77% |
| 5 Years* | 6.58% |
- * Annualized returns
- Performance as of 5/20/2013 8:00 PM ET
| VBINX | Moderate Allocation | |
|---|---|---|
| 5-Yr Return | 6.58% | 4.43% |
| Sharpe Ratio | 1.11 | 0.83 |
| Net Assets | 3.04 Bil | 641.49 Mil |
| Avg Market Cap | 32.99 Bil | 32.18 Bil |
| Avg P/E | 16.81 | 14.03 |
| Portfolio Turnover | 43 | 72 |
| Symbol | Value ($) |
|---|---|
| Stocks | 58.20% |
| Cash | 3.92% |
| Fixed Income | 37.85% |
| Other | 0.02% |
| NAME | % NET ASSETS |
|---|---|
| Apple Inc | 1.39% |
| Exxon Mobil Corporation | 1.35% |
| General Electric Co | 0.81% |
| International Business Machines Corp | 0.80% |
| Chevron Corp | 0.77% |
| Johnson & Johnson | 0.76% |
| Microsoft Corporation | 0.72% |
| Google, Inc. Class A | 0.71% |
| Procter & Gamble Co | 0.71% |
| Pfizer Inc | 0.70% |
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