Breaking News
Investing Pro 0
🚨 Our Pro Data Reveals the True Winner of Earnings Season Access Data
Close

Vanguard Balanced Index Fund (0P00007EK0)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
1.340 +0.010    +0.60%
02/02 - Closed. Currency in AUD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 7.61B
Type:  Fund
Market:  Australia
Issuer:  Vanguard Investments Australia Ltd
ISIN:  AU60VAN01087 
Asset Class:  Equity
Vanguard Balanced Index Fund 1.340 +0.010 +0.60%

0P00007EK0 Overview

 
Find basic information about the Vanguard Balanced Index Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00007EK0 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change - 6.76%
Prev. Close1.332
Risk Rating
TTM Yield3.13%
ROE23.46%
IssuerVanguard Investments Australia Ltd
Turnover14.98%
ROA8.90%
Inception DateNov 20, 2002
Total Assets7.61B
ExpensesN/A
Min. Investment500,000
Market Cap59.2B
CategoryMultisector Balanced
What is your sentiment on Vanguard Balanced Index Fund?
or
Market is currently closed. Voting is open during market hours.

Vanguard Balanced Index Fund Analysis


Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 890 1035 890 1025 1187 1833
Fund Return -11.04% 3.52% -11.04% 0.81% 3.49% 6.25%
Place in category 117 72 117 95 31 7
% in Category 95 61 95 83 35 12

Top Equity Funds by Vanguard Investments Australia Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  AU60VAN00022 28.88B -1.82 5.53 8.49
  Vanguard International Shares Inde 28.1B -12.44 6.29 13.86
  AU60VAN00113 28.1B -12.43 6.11 13.24
  Vanguard Growth Index Fund AU 8.87B -10.35 2.57 7.90
  Vanguard International Shares Index 8.09B -17.93 4.01 10.51

Top Funds for Multisector Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Sunsuper Lifecycle Retirement Pool 8.59B -2.14 3.90 -
  FirstChoice WS Inv FirstChoice WS M 4.76B -8.90 1.65 5.92
  CFS FC W PSup FirstChoice W Moderat 4.76B -7.67 1.66 5.57
  CFS FC W Pen FirstChoice W Moderate 4.76B -8.49 1.91 6.24
  CFS FC ESup FirstChoice Moderate Se 4.76B -7.30 1.95 -

Top Holdings

Name ISIN Weight % Last Change %
Vanguard Global Agg Bd Indx Fd (Hdg) AU60VAN93092 35.10 - -
  Vanguard Australian Shares Index Fund AU60VAN00022 20.06 2.595 +0.61%
Vanguard Australian Fixed Interest Index AU60VAN00014 14.92 - -
  Vanguard International Shares Index Fund AU60VAN00030 14.46 2.694 +0.96%
  Vanguard International Shares Index Fund Hedged - AU60VAN01053 8.89 0.905 +1.28%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Neutral
Technical Indicators Strong Buy Strong Buy Strong Sell
Summary Strong Buy Strong Buy Sell
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P00007EK0 Comments

Write your thoughts about Vanguard Balanced Index Fund
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Google
or
Sign up with Email