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Vanguard - Balanced funds

Funds, Stocks & ETFs  »  Funds by Objective  »  Balanced Funds

Vanguard balanced funds

Learn more about who should invest in this asset class.

Click a fund name for more details about each fund.

Vanguard® Balanced Index Fund

  • Seeks to provide some current income and long-term capital growth.
  • Invests 60% of its assets in stocks tracking a benchmark index that represents the entire U.S. stock market and 40% in bonds tracking an index that represents the entire U.S. bond market.
  • Maintains a fixed asset mix, regardless of market conditions.

Admiral™ Shares available

 



 
Investor Shares expense ratio as of 03/28/20140.24%
Avg. Moderate Allocation Fund expense ratio0.96%
 
Minimum initial investment$3,000
IRAs$3,000
UGMA/UTMAs$3,000
 

Vanguard® Convertible Securities Fund

  • Seeks to provide current income and long-term capital appreciation.
  • Invests primarily in convertible securities that combine the investment characteristics of bonds and common stocks.
  • Invests in convertible securities the advisor believes will offer a balance of appreciation potential and downside protection.
  • Assesses a 1% redemption fee on shares held less than 1 year purchased on or after September 15, 2005 to discourage short-term trading.

 



 
Investor Shares expense ratio as of 03/26/20140.63%
Avg. Convertibles Fund expense ratio1.24%
 
Minimum initial investment$3,000
IRAs$3,000
UGMA/UTMAs$3,000
 

Vanguard® STAR® Fund

  • Seeks to provide long-term capital appreciation and income.
  • Pursues a target allocation of 60–70% stocks, 20–30% bonds, and 10–20% short-term reserves.
  • Invests in the following 11 Vanguard® funds:
    • Windsor™ II
    • Windsor™
    • U.S. Growth
    • PRIMECAP
    • Morgan™ Growth
    • Explorer™
    • International Growth
    • International Value
    • Long-Term Investment-Grade
    • GNMA
    • Short-Term Investment-Grade
  • Provides investors with diversified exposure to a range of actively managed funds in a single portfolio.

 



 
Acquired fund fees and expenses as of 02/27/20140.34%
Avg. Moderate Allocation Fund expense ratio0.96%
 
Minimum initial investment$1,000
IRAs$1,000
UGMA/UTMAs$1,000
 

Vanguard® Tax-Managed Balanced Fund

  • Seeks to provide a tax-efficient investment return consisting of  federally tax-exempt income, long-term capital appreciation, and a modest amount of taxable current income.
  • Invests slightly more than 50% of its assets in intermediate-term municipal bonds and the balance in common stocks.
  • Assesses a 1% redemption fee on shares held less than 5 years to discourage short-term trading.

 



 
Investor Shares expense ratio as of 04/07/20140.12%
Avg. Moderate Allocation Fund expense ratio0.96%
 
Minimum initial investment$10,000
IRAsN/A
UGMA/UTMAs$10,000
 

Vanguard® Wellesley® Income Fund

  • Seeks to provide long-term growth of income, a high and sustainable level of current income, along with moderate long-term capital appreciation.
  • Invests 60–65% of its assets in high-quality corporate bonds and U.S. government securities with a dollar-weighted average maturity of 5 to 15 years, and 35–40% in the stocks of established, dividend-paying companies.
  • Appropriate for medium- to long-term goals for those seeking income and some growth to outpace inflation.

Admiral™ Shares available

 



 
Investor Shares expense ratio as of 01/27/20140.25%
Avg. Conservative Allocation Fund expense ratio0.92%
 
Minimum initial investment$3,000
IRAs$3,000
UGMA/UTMAs$3,000
 

Vanguard® Wellington™ Fund

  • Seeks to conserve capital and provide moderate long-term growth in capital and income.
  • Invests 60–70% of its assets in dividend-paying value stocks and 30–40% in high-quality corporate bonds and U.S. government securities with a dollar-weighted average maturity of 5 to 15 years.

Admiral™ Shares available

 



 
Investor Shares expense ratio as of 03/25/20140.26%
Avg. Moderate Allocation Fund expense ratio0.96%
 
Minimum initial investment$3,000
IRAs$3,000
UGMA/UTMAs$3,000
 

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