Vanguard Balanced Index Fund

Scorecard
4 / 5 Stars
Lipper
4 4 4 5 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
5 / 5 Stars
TheStreet.com
B (Buy)

U.S. News evaluated 247 Moderate Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 15.47 percent over the past year, 10.45 percent over the past three years, 16.48 percent over the past five years, and 6.86 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 1.7%
1 Year 15.5%
3 Years (Annualized) 10.5%
5 Years (Annualized) 16.5%
10 Years (Annualized) 6.9%

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Summary

The investment seeks to track the performance of a broad, market-weighted bond index and a benchmark index that measures the investment return of the overall U.S. stock market. 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 Barclays U.S. Aggregate Float Adjusted Index.

Fees

Fees are Average compared to funds in the same category.
Vanguard Balanced Index Fund has an expense ratio of 0.10 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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