Vanguard balanced fund

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Vanguard balanced fund

Average annual returns at month and quarter end display for the most recent one year, three year, five year, ten year and since inception ranges. Monthly, quarterly, annual, and cumulative performance is also available in additional chart tabs. The management expense ratio MER is the MER as of March 31, , including waivers and absorptions and is expressed as an annualized percentage of the daily average net asset value. The management expense ratio before waivers or absorptions: 0. Vanguard Investments Canada Inc. If the Vanguard fund had incurred all expenses, investment returns would have been reduced. The indicated rate of return is the historical annual compounded total return including changes in unit value and reinvestment of all dividends or distributions and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. The performance of the Vanguard fund is for illustrative purposes only. The fund is not managed relative to the composition of any widely recognized index. It uses an internally derived benchmark for reference purposes only. This Vanguard ETF invests in underlying Vanguard fund s and there shall be no duplication of management fees chargeable in connection with the Vanguard ETF and its investment in the Vanguard fund s. This table shows risk and volatility data for the Fund and Benchmark.

This table shows risk and volatility data for the Fund and Benchmark. This table displays fundemental characteristics for the Fund and Benchmark.

Balanced mutual funds invest in both bonds , which focus primarily on income, and stocks , which aim for investment growth. The bond portion of the fund helps offset the risks associated with the stock portion—providing you with a "balanced" investment. You never have to rebalance a balanced fund—it's done for you automatically. Some funds maintain a set asset mix , while others grow more conservative over time. By potentially holding hundreds—sometimes thousands—of bonds and stocks in a single balanced fund, you get more diversification than you would buying individual bonds and stocks. A loan made to a corporation or government in exchange for regular interest payments.

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Vanguard balanced fund

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Distribution by credit issuer This table displays the percentage of the Fund, or percentage of the fixed income portion of the Fund, invested by credit issuer. Cancel Continue. To calculate a Sharpe ratio, a portfolio's excess returns its return in excess of the return generated by risk-free assets such as Treasury bills is divided by the portfolio's standard deviation. This Vanguard ETF invests in underlying Vanguard fund s and there shall be no duplication of management fees chargeable in connection with the Vanguard ETF and its investment in the Vanguard fund s. Show more Companies link Companies. Results will vary for other time periods. Switch between month end and quarter end view Month End Quarter End. Prices and Distributions. The management expense ratio before waivers or absorptions: 0. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement by FT and is not intended to be relied upon by users in making or refraining from making any specific investment or other decisions.

Balanced mutual funds invest in both bonds , which focus primarily on income, and stocks , which aim for investment growth. The bond portion of the fund helps offset the risks associated with the stock portion—providing you with a "balanced" investment.

A low-cost U. A measure of the difference between a portfolio's actual returns and its expected performance, given its level of risk as measured by beta. See a complete list of Vanguard balanced funds. Diversification does not ensure a profit or protect against a loss in a declining market. Annual distributions This table displays data for the Fund's distributions by year. Diversification does not ensure a profit or protect against a loss. Management team —. The market or index is assigned a beta of 1. Top 5 holdings as a per cent of portfolio This table shows the percentage of the Fund allocated to the underlying Vanguard funds which comprise it, as of the most recent month end. But not all index funds are created equal. An investment that represents part ownership in a corporation. Consumer Cyclical. Consumer Cyclical.