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VANGUARD BALANCED ETF PORTFOLIOVANGUARD BALANCED ETF PORTFOLIOVANGUARD BALANCED ETF PORTFOLIO

VANGUARD BALANCED ETF PORTFOLIO

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Overview
Analysis Ideas Discussions Technicals Seasonals

VBAL chart


Full chart

Key stats


Assets under management (AUM)
‪3.19 B‬ CAD
Fund flows (1Y)
‪270.47 M‬ CAD
Dividend yield (indicated)
2.41%
Discount/Premium to NAV
0.6%

About VANGUARD BALANCED ETF PORTFOLIO


Issuer
The Vanguard Group, Inc.
Brand
Vanguard
Expense ratio
0.24%
Home page
vanguardcanada.ca
Inception date
Jan 25, 2018
Index tracked
No Underlying Index
Management style
Passive
VBAL aims for capital appreciation by actively targeting a long-term strategic allocation of 60/40 in equities and fixed income respectively. The fund invests in Vanguard ETFs that provides global, broad-based exposure to equity and fixed income markets. The portfolio may be reconstituted and rebalanced at the discretion of the Sub-advisor. The funds sibling fund VGRO has 80% equity exposure, VCNS has 40% equity exposure, and VCIP has 20% equity exposure.

Classification


Asset Class
Asset allocation
Category
Asset allocation
Focus
Target outcome
Niche
Income & capital appreciation
Strategy
Active
Weighting scheme
Proprietary
Selection criteria
Proprietary

VBAL analysis


What's in the fund
Exposure type
Bonds, Cash & Other
ETF
Bonds, Cash & Other100.00%
ETF100.00%

Technicals

Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy

Seasonals


Displays a symbol's price movements over previous years to identify recurring trends.