Vanguard Balanced Index Fund Institutional Shares (VBAIX)
As an economical and straightforward index fund, it offers investors broad access to both equity and fixed income markets. The fund maintains an approximate allocation of 60% to equities and 40% to bonds, achieving this by mirroring the performance of two broad benchmark indices representing the overall U.S. stock market and U.S. taxable bond market, respectively. A key benefit of its extensive diversification is that the impact of any single holding on the fund's overall performance is substantially minimized. This fund may be well-suited as a foundational component for investors with a protracted investment horizon who are seeking a combination of capital appreciation and modest income, and are comfortable with the inherent volatility of both the stock and bond markets.
VBAIX Mutual Fund Chart & Stats
- Previous Close
- $53.28
- Sub-Category
- Asset Allocation
- Total Liabilities
- $848.43M
- Last Dividend Ex-Date
- Sep 28, 2026
- Expense Ratio
- 0.04%
- Holding Count
- 16,289
- Brand
- Vanguard Valley Forge Funds
- Dividend Yield
- (5.49%)
- Category
- Balanced
- Total Assets
- 64.57B
- Shares Outstanding
- N/A
- 52-Week Range
- $48.96 - $55.50
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