VBIAX — Vanguard Balanced Index Fund Admiral Shares

Growth of $10,000 · 2011-08 – 2026-09 · dividends reinvested

About VBIAX

Vanguard Balanced Index Fund Admiral Shares is a mutual fund designed to provide broad, diversified exposure to both the U.S. equity and fixed-income markets. The fund follows a straightforward 60/40 allocation strategy, investing approximately 60% of its assets in U.S. stocks by tracking the CRSP US Total Market Index, and about 40% in U.S. investment-grade bonds by tracking the Bloomberg US Aggregate Float Adjusted Bond Index. This balanced approach seeks to deliver moderate growth while managing risk, appealing to investors seeking an all-in-one portfolio solution. Notable features include a low expense ratio of 0.07%, institutional share class structure, and low turnover, which helps minimize costs over time. The equity portion provides exposure to virtually every investable U.S. company, while the bond component offers broad coverage of the taxable, investment-grade fixed-income market. With over $56 billion in assets under management, the fund plays a significant role in the moderate allocation category and is recognized for its consistent, rules-based implementation and disciplined asset allocation.