Vanguard Balanced Index Fund Bond Positions Weight
Vanguard Balanced Index fundamentals help investors to digest information that contributes to Vanguard Balanced's financial success or failures. It also enables traders to predict the movement of Vanguard Mutual Fund. The fundamental analysis module provides a way to measure Vanguard Balanced's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Vanguard Balanced mutual fund.
Vanguard |
Vanguard Balanced Index Mutual Fund Bond Positions Weight Analysis
Vanguard Balanced's Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Current Vanguard Balanced Bond Positions Weight | 36.74 % |
Most of Vanguard Balanced's fundamental indicators, such as Bond Positions Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Vanguard Balanced Index is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
CompetitionIn accordance with the recently published financial statements, Vanguard Balanced Index has a Bond Positions Weight of 36.74%. This is much higher than that of the Vanguard family and significantly higher than that of the Allocation--50% to 70% Equity category. The bond positions weight for all United States funds is notably lower than that of the firm.
Vanguard Bond Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Vanguard Balanced's direct or indirect competition against its Bond Positions Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Vanguard Balanced could also be used in its relative valuation, which is a method of valuing Vanguard Balanced by comparing valuation metrics of similar companies.Vanguard Balanced is currently under evaluation in bond positions weight among similar funds.
Fund Asset Allocation for Vanguard Balanced
The fund invests 60.72% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (36.74%) , cash (2.2%) and various exotic instruments.Asset allocation divides Vanguard Balanced's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Vanguard Fundamentals
| Price To Earning | 19.77 X | |||
| Price To Book | 2.61 X | |||
| Price To Sales | 1.76 X | |||
| Total Asset | 60.2 B | |||
| Annual Yield | 0.02 % | |||
| Year To Date Return | 3.04 % | |||
| One Year Return | 13.79 % | |||
| Three Year Return | 2.64 % | |||
| Five Year Return | 7.79 % | |||
| Ten Year Return | 9.46 % | |||
| Net Asset | 39.55 B | |||
| Minimum Initial Investment | 5 M | |||
| Cash Position Weight | 2.20 % | |||
| Equity Positions Weight | 60.72 % | |||
| Bond Positions Weight | 36.74 % |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.
Other Tools for Vanguard Mutual Fund
When running Vanguard Balanced's price analysis, check to measure Vanguard Balanced's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Vanguard Balanced is operating at the current time. Most of Vanguard Balanced's value examination focuses on studying past and present price action to predict the probability of Vanguard Balanced's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Vanguard Balanced's price. Additionally, you may evaluate how the addition of Vanguard Balanced to your portfolios can decrease your overall portfolio volatility.
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Transaction History View history of all your transactions and understand their impact on performance | |
| Stocks Directory Find actively traded stocks across global markets | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon |