VBIAX : Vanguard Balanced Index Fund Admiral Shares

VBIAX is a Allocation Market All-In-One index fund with LOW fees.

VBIAX

Vanguard Balanced Index Fund Admiral Shares

FI Score

91 /100

Expense Ratio Rating

10 /10

Expense Rating

9 /10

Market Score

10 /10

Category Score

5 /10

Market Size

10 /10

91% FI Score
  • vbiax
  • Mutual Fund
  • Allocation
  • All-In-One

Vanguard Balanced Index Fund Admiral Shares

Expenses: 0.07% (Better than 1% of similar funds)

This is a great choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks to track the performance of a benchmark index that measures the investment return of the overall U.S. stock market with 60% of its assets; the fund seeks to track the performance of a broad, market-weighted bond index with 40% of its assets. 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 US Total Market Index. With approximately 40% of its assets, the fund seeks to track the investment performance of the Bloomberg Barclays U.S. Aggregate Float Adjusted Index.

Largest Holdings

Amount Holding
2.87% Microsoft Corp
2.46% Apple Inc
2.19% Amazon.com Inc
1.03% Facebook Inc A
0.85% Alphabet Inc Class C
0.83% Johnson & Johnson
0.82% Alphabet Inc A
0.74% United States Treasury Notes 0.5%
0.71% Berkshire Hathaway Inc Class B
0.66% United States Treasury Notes 0.5%
0.64% Visa Inc Class A
0.62% Procter & Gamble Co
0.60% JPMorgan Chase & Co
0.58% UnitedHealth Group Inc
0.57% United States Treasury Notes 0.38%
0.55% Intel Corp
0.54% United States Treasury Bonds 2%
0.52% Mastercard Inc A
0.50% United States Treasury Notes 1.5%
0.50% The Home Depot Inc
0.50% Verizon Communications Inc
0.47% AT&T Inc
0.45% Pfizer Inc
0.42% Merck & Co Inc
0.41% Exxon Mobil Corp

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