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Vanguard - Vanguard -  Funds by Style Box - balanced

Funds, Stocks & ETFs  »  More Ways to Research Funds  »  Vanguard Funds by Style

Vanguard Funds by Style Box

Since Vanguard balanced funds generally include both stock and bond funds, we provide a pair of 9-box grids called "style boxes" to display the targeted allocation for each fund.

Knowing a fund's investment style can help you understand how it might fit in your portfolio. This information can also help you build a portfolio that's broadly diversified across markets and less susceptible to sharp swings in any one market area.

All investments are subject to risk.

Balanced Funds
 
Fund Stock Portion Bond Portion
Balanced Index Fund Inv
Stock    60.0%
Bond    40.0%
Style
Value Blend Growth    
      Large
 
Market Cap.
      Med
 
      Small
 
Avg. Weighted
Maturity
Short Med Long    
      Treasury/
Agency
Quality
      Inv.-Grade
Corp
      Below
Inv.-Grade
LifeStrategy Consrv Grwth
Stock    40.0%
Bond    60.0%
Short-Term    0.0%
Style
Value Blend Growth    
      Large
 
Market Cap.
      Med
 
      Small
 
Avg. Weighted
Maturity
Short Med Long    
      Treasury/
Agency
Quality
      Inv.-Grade
Corp
      Below
Inv.-Grade
LifeStrategy Growth Fund
Stock    80.0%
Bond    20.0%
Short-Term    0.0%
Style
Value Blend Growth    
      Large
 
Market Cap.
      Med
 
      Small
 
Avg. Weighted
Maturity
Short Med Long    
      Treasury/
Agency
Quality
      Inv.-Grade
Corp
      Below
Inv.-Grade
LifeStrategy Income Fund
Stock    20.0%
Bond    80.0%
Short-Term    0.0%
Style
Value Blend Growth    
      Large
 
Market Cap.
      Med
 
      Small
 
Avg. Weighted
Maturity
Short Med Long    
      Treasury/
Agency
Quality
      Inv.-Grade
Corp
      Below
Inv.-Grade
LifeStrategy Mod Growth
Stock    60.0%
Bond    40.0%
Short-Term    0.0%
Style
Value Blend Growth    
      Large
 
Market Cap.
      Med
 
      Small
 
Avg. Weighted
Maturity
Short Med Long    
      Treasury/
Agency
Quality
      Inv.-Grade
Corp
      Below
Inv.-Grade
STAR Fund
Stock    62.5%
Bond    25.0%
Short-Term    12.5%
Style
Value Blend Growth    
      Large
 
Market Cap.
      Med
 
      Small
 
Avg. Weighted
Maturity
Short Med Long    
      Treasury/
Agency
Quality
      Inv.-Grade
Corp
      Below
Inv.-Grade
Wellesley Income Fund Inv
Stock    35.0%
Bond    65.0%
Style
Value Blend Growth    
      Large
 
Market Cap.
      Med
 
      Small
 
Avg. Weighted
Maturity
Short Med Long    
      Treasury/
Agency
Quality
      Inv.-Grade
Corp
      Below
Inv.-Grade
Wellington Fund Inv
Stock    65.0%
Bond    35.0%
Style
Value Blend Growth    
      Large
 
Market Cap.
      Med
 
      Small
 
Avg. Weighted
Maturity
Short Med Long    
      Treasury/
Agency
Quality
      Inv.-Grade
Corp
      Below
Inv.-Grade

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