Vanguard Balanced Index Fund Institutional Shares

Frequently Asked Questions About VBAIX

What does VBAIX invest in?

As an economical and straightforward index fund, it offers investors broad access to both equity and fixed income markets. The fund maintains an approximate allocation of 60% to equities and 40% to bonds, achieving this by mirroring the performance of two broad benchmark indices representing the overall U.S. stock market and U.S. taxable bond market, respectively. A key benefit of its extensive diversification is that the impact of any single holding on the fund's overall performance is substantially minimized. This fund may be well-suited as a foundational component for investors with a protracted investment horizon who are seeking a combination of capital appreciation and modest income, and are comfortable with the inherent volatility of both the stock and bond markets.

What is the expense ratio of VBAIX?

Vanguard Balanced Index Fund Institutional Shares (VBAIX) charges an expense ratio of 0.04%. This is the annual fee deducted from fund assets to cover management and operations.

What is VBAIX's dividend yield?

VBAIX's trailing-twelve-month yield is 5.41%, calculated from the sum of dividends over the past year divided by the current price.

How big is VBAIX?

Vanguard Balanced Index Fund Institutional Shares (VBAIX) manages $62.50B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is VBAIX actively managed or an index fund?

VBAIX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was VBAIX launched?

Vanguard Balanced Index Fund Institutional Shares (VBAIX) launched in December 2000 and is managed by Vanguard.