Vanguard Balanced Index Instl
P O Box 2600 V26 Valley Forge PA 19482
Map
Phone: 800-997-2798
| Category: | Moderate Allocation | | Fund Family: | Vanguard | | Net Assets: | 2.78B | | Year-to-Date Return: | 14.47% | | Yield: | 2.95% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Dec-00 |
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Michael Perre
Lead Manager since
31-Dec-00 | | | Perre is a principal of Vanguard, his employer since 1990. He has managed investment portfolios since 1999. |
| Min Initial Investment: | $5,000,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $5,000,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks to track the performance of a benchmark index that measures the investment return of the overall U.S. stock market and a broad, market-weighted bond index. The fund normally invests 60% of assets in equities and 40% in bonds. It seeks to track the investment performance of the Morgan Stanley Capital International/(R)/ (MSCI/(R)/) US Broad Market Index. The Fund typically holds 1,200-1,300 stocks in the Index and a representative sample of the remaining stocks. It seeks to track the investment performance of the Barclays Capital U.S. Aggregate Bond Index. |
| Last Dividend
(28-Sep-09):
| 0.13 | | Last Cap Gain
(16-Mar-01):
| 0.03 | | Annual Holdings Turnover
| 50.00% | | Average for Category:
| 81.32% |
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| Expense | VBAIX | Category
Avg | | Total Expense Ratio: | 0.09%
| 1.02% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.28% | | Max Deferred Sales Load: | %
| 2.73% | | 3 Yr Expense Projection*: |
$ 29 | $631 | | 5 Yr Expense Projection*: |
$ 51 | $951 | | 10 Yr Expense Projection*: |
$ 115 | $1,858 |
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