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Vanguard Balanced Index Fund (0P00007EK0)

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1.478 +0.001    +0.07%
07/11 - Closed. Currency in AUD
  • Morningstar Rating:
  • Total Assets: 8.49B
Type:  Fund
Market:  Australia
Issuer:  Vanguard Investments Australia Ltd
ISIN:  AU60VAN01087 
Asset Class:  Equity
Vanguard Balanced Index Fund 1.478 +0.001 +0.07%

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 Change12.32%
Prev. Close1.477
Risk Rating
TTM Yield2.58%
ROE20.47%
IssuerVanguard Investments Australia Ltd
Turnover14.98%
ROA8.45%
Inception DateNov 20, 2002
Total Assets8.49B
ExpensesN/A
Min. Investment500,000
Market Cap87.79B
CategoryMultisector Balanced
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1082 1012 1172 1088 1243 1781
Fund Return 8.2% 1.16% 17.16% 2.85% 4.45% 5.94%
Place in category - - - - - -
% in Category - - - - - -

Top Equity Funds by Vanguard Investments Australia Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard International Shares Inde 38.99B 21.55 11.44 13.26
  AU60VAN00022 38.87B 10.78 7.51 8.21
  Vanguard Growth Index Fund AU 11.76B 11.04 4.93 7.64
  Vanguard High Growth Index Fund 10.3B 13.94 7.00 9.32
  Vanguard International Shares Index 8.09B 17.17 6.20 10.31

Top Funds for Multisector Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Sunsuper Retirement 5.05B 7.27 5.14 6.45
  FirstChoice WS Inv FirstChoice WS M 4.73B 9.99 3.62 5.69
  CFS FC W PSup FirstChoice W Moderat 4.73B 8.88 3.41 5.31
  CFS FC ESup FirstChoice Moderate Se 4.73B 9.32 3.83 5.43
  CFS FC W Pen FirstChoice W Moderate 4.73B 10.10 3.88 5.96

Top Holdings

Name ISIN Weight % Last Change %
Vanguard Global Agg Bd Indx Fd (Hdg) AU60VAN93092 34.14 - -
  Vanguard Australian Shares Index Fund AU60VAN00022 19.95 2.858 +0.85%
Vanguard Australian Fixed Interest Index AU60VAN00014 14.72 - -
  Vanguard International Shares Index Fund AU60VAN00030 14.10 3.639 -0.76%
  Vanguard International Shares Index Fund Hedged - AU60VAN01053 8.91 1.190 +0.72%

Technical Summary

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