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. Standard Deviation and Sharpe Ratio are displayed for the Benchmark. Definitions of these attributes are available by hovering over the label.

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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. The bond issuer agrees to pay back the loan by a specific date.

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Vanguard balanced fund

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Search the FT Search. United States Government Related. View fund performance. Agency Mortgage-Backed. 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. See a complete list of Vanguard balanced funds. Data will not display until three years after the Fund's inception date. International Equity. Risk and Volatility Fund Type.

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Distribution yield. A positive alpha figure indicates the portfolio has performed better than its beta would predict. Management team —. Search the FT Search. What are equity or stock funds? Diversified Emerging Markets Funds. Historical Prices Date. Each LifeStrategy Fund invests in 4 broadly diversified Vanguard funds and is subject to the risks associated with those underlying funds. Export table. The way an investment portfolio is divided among the various asset classes of stocks, bonds, and short-term reserves. Large Value Funds. Asset allocation This table shows the asset allocation of the Fund as a percentage invested in Stocks, Bonds, and Short-term Reserves.

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