Focus on Vanguard Balanced Index Inv Fund (VBINX)

VBINX

Vanguard Balanced Index Inv Fund (VBINX - Free Report) dedicates the lion’s shares of its assets to track the performance of the benchmark index which analyses the overall performance of the U.S. stock market. It also dedicates around two-fifths of its assets to track market-weighted bond index. Around 60% of the fund’s assets are utilized to track the investment performance of the CRSP U.S. Total Market Index. With the remaining of its assets, the fund tracks the performance of Bloomberg Barclays U.S. Aggregate Float Adjusted Index.

This Allocation Balanced producthas a history of positive total returns for over 10 years.  Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 7.1% and 5 year almost 9.6%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here.

VBINX’s performance, as of the last filing, when compared to funds in its category was in the top 42% over the past 1 year, and in the top 11% over the past 3 years and in the top 13% over the past 5 years.

The Vanguard Balanced Index Inv Fund, as of the last filing, allocates their fund in top two major groups; Intermediate Bond and Large Value. Further, as of the last filing, Apple Inc, Microsoft Corp and Facebook Inc A were the top holdings for VBINX.

This Zacks Rank #2 (Buy) was incepted in November 1992 and is managed by Vanguard Group. VBINX carries an expense ratio of 0.19% and requires a minimal initial investment of $3,000.

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