|Expense Ratio (net)||0.25%|
|Category||Allocation--50% to 70% Equity|
|Last Cap Gain||0.00|
|Morningstar Risk Rating||Average|
|Beta (3Y Monthly)||0.99|
|5y Average Return||N/A|
|Average for Category||N/A|
|Inception Date||Jul 1, 1929|
These members of the Kiplinger 25, the collection of our favorite no-load mutual funds, require new investors to jump some hurdles in order to buy initial shares -- but we think you should endure the hassle.
“Balanced” mutual and exchange-traded funds—which invest in both stocks and bonds—get less attention than their single-minded brethren. With their typical allocations of 60% stocks and 40% bonds, balanced funds give investors exposure to both markets, and provide automatic rebalancing at times when big moves in either or both markets can push fund weightings out of whack. , director of manager research at investment information firm Morningstar in Chicago, says of the funds’ flexibility for rebalancing.
E*TRADE is the only major online broker to offer Vanguard mutual funds within its no-load, no-transaction-fee program
Rolling period returns can provide a fuller view of a fund's performance than you can get by looking at a single-period trailing return.