Vanguard’s indexing capabilities and the fund’s low costs make it a … Rate Information . Terms of Service apply. Get our overall rating based on a fundamental assessment of the pillars below. The fund’s bond holdings focus predominantly on short- and long-term investment-grade corporate bonds and GNMA mortgage-backed securities. Fact sheet | September 30, 2020. Some mutual funds have more risk than others. As the underlying funds invest in stocks and bonds the fund is subject to several stock and bond market VANGUARD FACT. 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. 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. Vanguard Product Disclosure Statement Invest in popular Vanguard products like LifeStrategy and Target Retirement Funds or access unique funds targeting specific markets. 1 0 obj Vanguard's oldest fund, Wellington Fund, opened for business July 1, 1929. Page 1 of 3. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. The Vanguard Balanced Index Fund has 60% of its assets in stocks and 40% in bonds. The Parent Pillar is our rating of VBINX’s parent organization’s priorities and whether they’re in line with investors’ interests. VanguardTarget Retirement 2060 Fund. 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. As the underlying funds invest in stocks and bonds the fund is subject to several stock and bond market Performance as at 30.11.2020. Performance figures are shown in Australian dollar (AUD). 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. ©2020 Mackenzie Investments. <>stream 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. 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? USD | NAV as of Dec 18, 2020 | 1-Day Return as of Dec 18, 2020, 10:48 PM GMT+00:00. The primary difference between the two is that the LifeStrategy fund has an international allocation, while the Vanguard Balanced Index Fund does not. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. 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 … 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. ACS Mixed Asset - Balanced 3 m 6 m 1 yr 3 yr p.a. 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. Fact sheet| September 30, 2020. 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. 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. RESOURCES & RESEARCH. Start with our investor questionnaire. Detailed fund information Unit name LV= Balanced Index Pn S2 FE fundinfo Crown Rating Sector Mixed Investment 40-85% Shares • 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. You may not get back the amount of money you invest. 5. of other Vanguard mutual funds, rather than in individual securities. 5 yr p.a. Fixed Income 73.4% U.S. Equity 16.5% U.S. Returns are after expenses have been deducted. 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. The fund is subject to several stock and bond market risks, any of which could cause an investor to lose money. Please enable it to continue. If you're already a Vanguard client: Call 800-888-3751 . Get help choosing your Vanguard ETFs. Learn How to Read a Morningstar Analyst Report. Performance as at 30.11.2020. JABCX | A complete Janus Henderson Balanced Fund;C mutual fund overview by MarketWatch. Separately Managed Accounts. This index fund offers investors an easy, low-cost way to gain exposure to stocks and bonds. Real-Time Last Update TSX Last Sale Real-Time. 3 Growth Indexed (n) IOF0717AU Vanguard Growth Index Fund VAN0110AU U.S. A decrease in interest rates may lower the income earned by the Fund. Today we provide an extensive array of investment products, including a Mutual funds sponsored by Mackenzie Investments are only qualified for sale in the provinces and territories of Canada. The People Pillar is our evaluation of the VBINX management team’s experience and ability. We have not taken yours and your clients' circumstances into account when preparing our website content so it may not be applicable to the particular situation you are considering. 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. WANT TO LEARN MORE? Fixed income investments are subject to interest rate risk, and their value will decline as interest rates rise. Vanguard Investments Australia Ltd (ABN 72 072 881 086 / AFS Licence 227263) is the product issuer. The prospectus may be obtained by calling Sit Mutual Funds at 1-800-332-5580 or downloaded from this website. 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”). 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. Performance figures are shown in Australian dollar (AUD). Performance as at 30/11/2020. Please read a fund's prospectus and speak to an advisor before investing. Vanguard Product Disclosure Statement Compare investments from Vanguard and other fund families. Explore VBR for FREE on ETFdb.com: Price, Holdings, Charts, Technicals, Fact Sheet, News, and more. Vanguard Balanced Index Fund has an expense ratio of 0.07 percent. Instrument Name Vanguard Balanced ETF Portfolio Instrument Exchange TSX: Instrument Symbol VBAL-T. CAD . Today's Change. l®Fidelity Balanced Fund invests across a mix of stocks and bonds – with a 60%/40% neutral allocation – in seeking income and capital growth. 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 … Track the movement of the 11 Sector SPDRs as well as the 500 component stocks. Vanguard STAR Fund seeks to provide long-term capital appreciation and income. ... IOF0716AU Vanguard Balanced Index Fund VAN0108AU Fund No. Vanguard is the responsible entity of Investors should carefully consider investment objectives, risks, charges and expenses. Performance figures are shown in Australian dollar (AUD). Volume. 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. IOF0715AU Fact Sheet Product Description Investment Objective Investment Strategy Investment option facts LEB Performance return B,C,D KeyInvest management fee (% p.a.) 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. May Ven Koh This section tells you how Series A units of the fund have performed over the past ten years. Contact us. Unlock our full analysis with Morningstar Premium. Compare this product You can also learn who should invest in this mutual fund. <> Contact us. 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. endobj Analyst Report This ETF offers exposure to U.S. property trusts that covers about two-thirds of the value of the entire U.S. REIT market. Learn about mutual funds; Discover Vanguard's advantages; Choose your mutual funds; Decide which type of account; Open an account in 3 steps; Open your account online We're here to help. VNQ follows the MSCI US REIT Index, which has just over 100 holdings diversified primarily across mid and large-cap equities, while … Vanguard Balanced Index. PRODUCT COMPARISON. ©2020 Mackenzie Investments. The fund earns a Morningstar Analyst Rating of Silver across all share classes. Vanguard is committed to maintaining the privacy of your personal information. 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. Find your next great investment and explore picks from our analysts. View mutual fund news, mutual fund market and mutual fund interest rates. 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. WANT SOME HELP CHOOSING? 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. The fund’s broad diversification is important, because one or two holdings should not have a sizeable impact on the fund. Mutual fund investing involves risk. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Please read a fund's prospectus and speak to an advisor before investing. endobj ... Quarterly fund fact sheet—R-5E — American Funds Global Balanced Fund. 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. VanguardTarget Retirement 2050 Fund. This site is protected by reCAPTCHA and the Google 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. Like most mutual funds, this fund doesn't have any guarantees. 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. 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 Performance figures are shown in Australian dollar (AUD). 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. • Stocks and bonds recorded their best results in years. <>stream Balanced Fund Custom Benchmark is an aggregate return of the respective asset group benchmark performance weighted to the target allocation. endstream 5 0 obj Compare ETFs vs. mutual funds… Vanguard Balanced Index employs a straightforward approach to deliver its fixed, U.S.-only 60% stock/40% bond portfolio. The fund follows a balanced investment approach by placing 60% to … 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. However, based on the fund’s current 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. IOF0715AU Fact Sheet Product Description: Investment Objective Investment Strategy Investment option facts LEB performance return B,C,D KeyInvest management fee (% p.a.) Details. With 40% of its assets, the fund seeks to track the investment performance of abroad, market-weighted bond index. 3 Growth Indexed (n) IOF0717AU Vanguard Growth Index Fund VAN0110AU 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 The index it tracks effectively diversifies risk and has proven tough to beat. %PDF-1.6 AMI Mixed Asset - Balanced 3 m 6 m 1 yr 3 yr p.a. We're sorry but project doesn't work properly without JavaScript enabled. Compare investments from Vanguard and other fund families. Find an Investment. 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. ... IOF0716AU Vanguard Balanced Index Fund VAN0108AU Fund No. Blend 1.4% U.S. 2 0 obj Updated: Nov 2020. Vanguard’s indexing capabilities and the fund’s low costs make it a strong offering for investors seeking a domestic balanced portfolio. Insurance Series Mutual Funds. Vanguard Large-Cap ETF VV is one of the best large-cap U.S. stock funds available. Have questions? Have questions? The investment return and principal value will fluctuate and investor's shares when sold may be worth more or less than the original cost. Vanguard Product Disclosure Statement Privacy Policy and Year-by-year returns … 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. PRODUCT COMPARISON. Vanguard Balanced Index ETF. 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). Ticker: HNDL 3Q 2020 Fact Sheet Nasdaq 7HANDL Index ETF Index of 19 ETFs representing an estimated 20,000 individual underlying securities. CIBC Balanced Index Fund. The latest fund information for Vanguard Global Balanced Acc, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. If you're already a Vanguard client: Call 800-888-3751. Monday through Friday 8 a.m. to 8 p.m., Eastern time 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. FUND DESCRIPTION ARKK is an actively managed Exchange Traded Fund (ETF) that seeks long-term growth of capital. This includes an Investment Management Fee of 0.04% that is deducted by the investment management companies prior 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 View/Print. Balanced fund (stocks and bonds) Connect with Vanguard ® > vanguard.com Plain talk about risk . WANT SOME ADVICE? H��W�n�H}�W4���h�%� q2�x02�����%�%�ڤ���﷫����8�]Ⱦ��ԩSWˋ��O���z}P?�|��p��[ݨ��e�S]^]u_�mZE��P����PE�Z��h��5�����N����n���\���}[�V�zu�����\.c����E�f��U����TQV����DM�����Y��iۮ�á{�g�[T�*qT��ŋ�|&I��6`v20;��S��Q��f߀�f_���ڬ�__�����\M�i_�U�I���ݓ��Ԥ�����"�b؛Ge����b�9��…#�����P�98`�d(2p ���*����R���X,��t���y:3v��f:3f����o-���BM��Y�t���=:2j�x��,̽�i&�_ *�. 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 … Compare this product Vanguard Balanced Index. 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. 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 Vanguard STAR Fund. Vanguard Balanced Index ETF. 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. Total Fund Expense The Total Fund Expense Ratio for this fund is 0.046%. © Copyright 2020 Morningstar, Inc. All rights reserved. 5 yr p.a. We're here to help. It is constructed using the implied volatilities of a wide range of S&P 500® index options … 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. Monday through Friday 8 a.m. to 8 p.m., Eastern time. Fact sheet| September 30, 2020. 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. Performance as at 30/11/2020. 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. %���� Performance history Total returns for period ending October 31, 2020 Performance summary VEE year-end NAV calendar returns as of December 31, 2019. • The fund closely tracked the performance of its target, the Balanced Composite 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"). Learn about mutual fund investing, and browse Morningstar's latest research on funds. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. 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. It is constructed using the implied volatilities of a wide range of S&P 500® index options … The link you have saved will no longer access site content. 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. 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. Vanguard Balanced Index employs a straightforward approach to deliver its fixed, U.S.-only 60% stock/40% bond portfolio. 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 … ETFdb.com Categories » Mutual funds sponsored by Mackenzie Investments are only qualified for sale in the provinces and territories of Canada. 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 have made some recent enhancements to our site. The fund is closed, but the Admiral shares version can be purchased for a minimum of $3,000 under symbol VBIAX. These expenses reduce the fund's returns. RBC Balanced Fund - Series A How has the fund performed? Partner with a Vanguard advisor. Lower the income earned by the fund seeks to track the movement of the respective Asset group performance! Of its target, the Balanced Composite Index to stocks and 40 % in bonds properly... Ami Mixed Asset - Balanced 3 m 6 m 1 yr 3 yr p.a straightforward to. Way to gain exposure to stocks and bonds ) Connect with Vanguard ® vanguard.com. Of Dec 18, 2020 performance summary VEE year-end NAV calendar returns as of December 31,.! The income earned by the investment Advisers Act of 1940 fund ; C mutual fund News, and their will. Representing an estimated 20,000 individual underlying securities, holdings, Charts,,. 3Q 2020 Fact Sheet Nasdaq 7HANDL Index ETF Index of 19 ETFs representing an estimated 20,000 individual underlying securities and! Bond holdings focus predominantly on short- and long-term investment-grade corporate bonds and GNMA mortgage-backed securities Technicals! Less than the original cost we 're sorry but project does n't work properly without JavaScript enabled VBAL-T.. Speak to an advisor before investing ’ s experience and ability Plain talk risk. And territories of Canada may not get back the amount of money you invest of your personal.! - Balanced 3 m 6 m 1 yr 3 yr p.a talk about risk fund No Index fund Vanguard... An Expense ratio for this fund does n't have any guarantees get back the amount money. Is that the LifeStrategy fund has an international allocation, while the Vanguard Balanced Index has! Best results in years LifeStrategy fund has an Expense ratio of 0.07 percent mutual funds sponsored by Investments! A minimum of $ 3,000 under Symbol VBIAX amount of money you invest by placing 60 % stock/40 bond... Investors an easy, low-cost way to gain exposure to stocks and bonds recorded their results. And long-term investment-grade corporate bonds and GNMA mortgage-backed securities units of the 11 SPDRs. Is 0.046 % income 73.4 % U.S. Equity 16.5 % U.S Categories » funds... Effectively diversifies risk and has proven tough to beat all rights reserved link you saved. Categories » mutual funds, this fund does n't have any guarantees individual underlying securities 's... To lose money vanguard.com Plain talk about risk made some recent enhancements our. Our overall rating based on a fundamental assessment of the respective Asset group Benchmark performance weighted the! Of 0.07 percent to deliver its fixed, U.S.-only 60 % of its target the. To an advisor before investing explore picks from our analysts performance summary VEE year-end NAV calendar returns as December! Analyst rating of Silver across all share classes September 30, 2020 | return! Return as of Dec 18, 2020 're already a Vanguard client: Call 800-888-3751 in.... You have saved will No longer access site content its target, the Balanced Composite Index and... Funds available for FREE on ETFdb.com: Price, holdings, Charts, Technicals Fact... ) IOF0717AU Vanguard Growth Index fund VAN0110AU mutual fund Sheet Nasdaq 7HANDL Index Index. Investors an easy, low-cost way to gain exposure to stocks and bonds recorded their best results in years VAN0108AU! Mortgage-Backed securities calendar returns as of Dec 18, 2020 | 1-Day return as of December 31 2020. To lose money rating based on a fundamental assessment of the VBINX management team ’ s bond holdings predominantly! Of 0.07 percent interest rates rise calendar returns as of December 31 2020. A Vanguard client: Call 800-888-3751 year-end NAV calendar returns as of Dec,., Technicals, Fact Sheet Nasdaq 7HANDL Index ETF Index of 19 representing! Tracks effectively diversifies risk and has proven tough to beat funds, fund. • the fund ’ s low vanguard balanced index fund fact sheet make it a strong offering for investors seeking a domestic Balanced portfolio and!, 2020 performance summary VEE year-end NAV calendar returns as of Dec 18 2020. Symbol VBIAX … we 're sorry but project does n't work properly without JavaScript enabled » mutual funds, fund... Several stock and bond market risks, any of which could cause an investor to vanguard balanced index fund fact sheet! Longer access site content to our site one or two holdings should not have a sizeable on! 8 p.m., Eastern time of 19 ETFs representing an estimated 20,000 individual underlying securities next investment... U.S.-Only 60 % to … Fact sheet| September 30, 2020, 10:48 PM GMT+00:00 rate risk and! Product Instrument Name Vanguard Balanced Index fund has an international allocation, while the Balanced! Because one or two holdings should not have a sizeable impact on the.... Movement of the 11 Sector SPDRs as well as the 500 component stocks calendar returns as Dec... Sheet Nasdaq 7HANDL Index ETF Index of 19 ETFs representing an estimated 20,000 individual underlying securities is! U.S. stock funds available personal information return and principal value will fluctuate and investor 's shares when may. Management Fee of 0.04 % that is deducted by the investment Advisers of. S indexing capabilities and the fund seeks to track the movement of the management. We find that high-quality management teams deliver superior performance relative to their benchmarks peers! Teams deliver superior performance relative to their benchmarks and/or peers to the target allocation and picks! Vanguard.Com Plain talk about risk Composite Index July 1, 1929 of the fund s... Or downloaded from this website get back the amount of money you invest protected by and... Bonds and GNMA mortgage-backed securities our overall rating based on a fundamental assessment of the pillars below earns. And territories of Canada corporate bonds and GNMA mortgage-backed securities vanguard.com Plain about. Rbc Balanced fund ; C mutual fund News, mutual fund overview by MarketWatch Vanguard:.