What Type of Information Does the Vanguard Balanced Index Fund Provide?


Quick Answer

The Vanguard Balanced Index Fund provides investors and advisors with a market-weighted bond index and a broad range of details pertaining to its allocations within the overall U.S. stock market. The fund summary discusses investment policies and objectives that affect its overall performance, notes the Vanguard Group.

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Full Answer

Vanguard’s standard overview includes a description of fund objectives. This short statement describes the balance of equities and bonds within the portfolio. VBIAX uses a portion of its assets to track the benchmark index for returns on the Center for Research in Security Prices U.S. Total Market Index. Bonds that track the Barclays U.S. Aggregate Float Adjusted Index hold another portion of assets, reports Vanguard.com.

The fund summary explains its approach toward attaining capital appreciation and income growth. Vanguard compares fundamental features of the portfolio with the specific benchmarks they track and provides a quick overview of how effective the fund is at meeting or exceeding its goals. A current summary lists the market sectors where the majority of assets exist, such as the financial, technology and health care industries. A list of the fund's top 10 holdings is also available and varies whenever the money management team adjusts allocations to meet their objectives.

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