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Vanguard Balanced Index Fund (0P00007EK0)

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1.508 +0.001    +0.10%
17/12 - Delayed Data. Currency in AUD
  • Morningstar Rating:
  • Total Assets: 8.44B
Type:  Fund
Market:  Australia
Issuer:  Vanguard Investments Australia Ltd
ISIN:  AU60VAN01087 
Asset Class:  Equity
Vanguard Balanced Index Fund 1.508 +0.001 +0.10%

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.
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Rating
1-Year Change8.96%
Prev. Close1.507
Risk Rating
TTM Yield2.51%
ROE20.49%
IssuerVanguard Investments Australia Ltd
Turnover14.98%
ROA8.49%
Inception DateNov 20, 2002
Total Assets8.44B
ExpensesN/A
Min. Investment500,000
Market Cap89.71B
CategoryMultisector Balanced
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1111 1034 1154 1107 1253 1810
Fund Return 11.11% 3.41% 15.42% 3.44% 4.62% 6.11%
Place in category - - - - - -
% in Category - - - - - -

Top Equity Funds by Vanguard Investments Australia Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard International Shares Inde 40.13B 27.87 11.99 13.25
  AU60VAN00022 38.57B 14.85 9.01 8.96
  Vanguard Growth Index Fund AU 11.79B 14.71 5.77 7.89
  Vanguard High Growth Index Fund 10.44B 18.39 8.09 9.63
  Vanguard International Shares Index 8.09B 23.02 8.51 10.48

Top Funds for Multisector Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Sunsuper Retirement 5.16B 9.19 5.43 6.53
  CFS FC W PSup FirstChoice W Moderat 4.7B 11.29 4.16 5.46
  CFS FC ESup FirstChoice Moderate Se 4.7B 11.80 4.60 5.59
  CFS FC W Pen FirstChoice W Moderate 4.7B 12.82 4.73 6.14
  FirstChoice WS Inv FirstChoice WS M 4.7B 12.70 4.48 5.87

Top Holdings

Name ISIN Weight % Last Change %
Vanguard Global Agg Bd Indx Fd (Hdg) AU60VAN93092 33.60 - -
  Vanguard Australian Shares Index Fund AU60VAN00022 19.82 2.869 -0.03%
  Vanguard International Shares Index Fund AU60VAN00030 14.65 3.871 +0.05%
Vanguard Australian Fixed Interest Index AU60VAN00014 14.46 - -
  Vanguard International Shares Index Fund Hedged - AU60VAN01053 8.77 1.208 -0.40%

Technical Summary

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