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Vanguard Balanced Index Fund Admiral Shares (VBIAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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45.69-0.19 (-0.41%)
At close: 08:01PM EST
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Vanguard Balanced Index Fund Admiral Shares

Vanguard Valley Forge Funds

P O Box 2600 V26

Valley Forge PA 19482

800-662-7447
Management Information
William A. Coleman,Lead Manager since April 25, 2016
William A. Coleman, CFA, Portfolio Manager at Vanguard. He has worked in investment management since joining Vanguard in 2006 and has co-managed the Conservative Allocation and Moderate Allocation Portfolios since 2013. Education: B.S., King’s College; M.S., Saint Joseph’s University.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryAllocation--50% to 70% Equity
Fund FamilyVanguard
Net Assets60.2B
YTD Return-1.51%
Yield1.37%
Morningstar Rating★★★★
Inception DateNov 12, 2000

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover60.00%
Average for CategoryN/A

Fees & Expenses

ExpenseVBIAXCategory Average
Annual Report Expense Ratio (net)0.07%0.84%
Prospectus Net Expense Ratio0.07%N/A
Prospectus Gross Expense Ratio0.07%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.07%
Max Deferred Sales LoadN/A1.48%
3 Yr Expense Projection23N/A
5 Yr Expense Projection40N/A
10 Yr Expense Projection90N/A
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