Vanguard Balanced Index Instl
P O Box 2600 V26 Valley Forge PA 19482
Map
Phone: 800-997-2798
| Category: | Moderate Allocation | | Fund Family: | Vanguard | | Net Assets: | 2.24B | | Year-to-Date Return: | -21.29% | | Yield: | 3.97% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Dec-00 |
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Michael Perre
Lead Manager since
31-Dec-00 | | | Perre is a principal of Vanguard, his employer since 1990. He has managed investment portfolios since 1999. |
| Min Initial Investment: | $5,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $5,000,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks to track the performance of a benchmark index that measures the investment return of the overall U.S. stock market and a broad, market-weighted bond index. The fund normally invests 60% of assets in equities and 40% in bonds. It seeks to track the investment performance of the Morgan Stanley Capital International/(R)/ (MSCI/(R)/) US Broad Market Index. The Fund typically holds 1,200-1,300 stocks in the Index and a representative sample of the remaining stocks. It seeks to track the investment performance of the Lehman Brothers U.S. Aggregate Bond Index. |
| Last Dividend
(25-Sep-08):
| 0.15 | | Last Cap Gain
(16-Mar-01):
| 0.03 | | Annual Holdings Turnover
| 26.00% | | Average for Category:
| 72.64% |
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| Expense | VBAIX | Category
Avg | | Total Expense Ratio: | 0.07%
| 1.09% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 0.00%
| 2.72% | | 3 Yr Expense Projection*: |
$23 | $623 | | 5 Yr Expense Projection*: |
$40 | $941 | | 10 Yr Expense Projection*: |
$90 | $1,840 |
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2.63% Nasdaq 0.00%
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