Vanguard Balanced Index Adm
P O Box 2600 V26 Valley Forge PA 19482
Map
Phone: 800-997-2798
| Category: | Moderate Allocation | | Fund Family: | Vanguard | | Net Assets: | 1.77B | | Year-to-Date Return: | 15.95% | | Yield: | 2.86% | | Morningstar Rating: |  | | Fund Inception Date: | 13-Nov-00 |
|
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: | $100,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $100,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $50 |
|
| |
| 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):
| 0.12 | | Last Cap Gain
(16-Mar-01):
| 0.02 | | Annual Holdings Turnover
| 50.00% | | Average for Category:
| 74.74% |
|
| Expense | VBIAX | Category
Avg | | Total Expense Ratio: | 0.15%
| 1.02% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.29% | | Max Deferred Sales Load: | %
| 2.72% | | 3 Yr Expense Projection*: |
$ 48 | $632 | | 5 Yr Expense Projection*: |
$ 85 | $951 | | 10 Yr Expense Projection*: |
$ 192 | $1,857 |
|
|
0.17% Nasdaq 0.00%
Profile
