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    Vanguard Balanced Index Inv (VBINX)

    29.91 Up 0.12(0.40%) Jul 7

    Profile as of Jun 29, 2015Get Profile for:
    Vanguard Balanced Index Inv
    Vanguard Valley Forge FundsP O Box 2600 V26Valley Forge PA 19482
    Map
    Phone: 800-662-7447
    Fund Overview 
    Category:Moderate Allocation
    Fund Family:Vanguard
    Net Assets:25.99B
    Year-to-Date Return:1.00%
    Yield:1.83%
    Morningstar Rating:4 stars
    Fund Inception Date:Nov 9, 1992
    Morningstar Style Box 
    Moderate Allocation
    [View Category Definition]
    View Top Moderate Allocation Funds
    About the Morningstar Style Box
    Management Information 
    Joshua C. Barrickman
    Lead Manager since Feb 22, 2013
    Barrickman is a portfolio manager of Vanguard. He has worked in investment management with Vanguard since 1999, managed investment portfolios since 2005 and co-managed the intermediate-term bond index fund since 2008. Barrickman holds the Charted Financial Analyst designation. Education: B.S., Ohio Northern University; M.B.A., Lehigh University.
    Investment Information 
    Min Initial Investment:3,000
    Min Initial Investment, IRA:3,000
    Min Initial Investment, AIP:3,000
    Min Subsequent Investment:1
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    VBINX can be purchased from 104 brokerages.

    Fund Summary 
    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 U.S. 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.

    Fund Operations 
    Last Dividend (Jun 18, 2015) : 0.12
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Jul 5, 2015) : 53.00%
    Average for Category:47.26%
    Fees & Expenses 
    ExpenseVBINXCategory Avg
    Annual Report Expense Ratio (net):0.23%0.90%
    Prospectus Net Expense Ratio:0.23%N/A
    Prospectus Gross Expense Ratio:0.23%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.23%
    Max Deferred Sales Load: N/A2.33%
    3 Yr Expense Projection*:74580
    5 Yr Expense Projection*:130906
    10 Yr Expense Projection*:2931,793
    * Per $10,000 invested