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All-in-one Balanced

VBAL

Vanguard Balanced ETF Portfolio · Vanguard Canada

$30.20 CAD
+0.14% today
In plain English

VBAL is a ETF from Vanguard Canada that 60% stocks / 40% bonds, globally diversified. It charges a of 0.24% per year and pays a distribution of about 2.2% (quarterly).

MER
0.24%
Per issuer
Yield
2.20%
Quarterly
AUM
$3.4B
Per issuer
Holdings
7
Per issuer
Risk level
Low to Medium
5y avg return
6.8%
Estimate

Asset mix

Equity100%
Bonds & cash0%

Category: All-in-one Balanced

Sector allocation

  • Equity — global60%
  • Bonds — global40%

Country allocation

  • United States30%
  • Canada30%
  • International25%
  • Emerging5%
  • Other (bonds)10%

Fund objective

60% stocks / 40% bonds, globally diversified.

Investment strategy

Fund-of-funds rebalanced automatically.

Who typically uses this

Investors who want a smoother ride than 100% stocks.

Potential benefits
  • · Built-in rebalancing
  • · Lower volatility than all-equity funds
Potential risks
  • · Lower long-run growth potential than all-equity funds

Top 10 holdings

  • VUN — US Equity24%
  • VCN — Canadian Equity18%
  • VAB — Canadian Bonds24%
  • VBG — Global Bonds12%

Smart insights

Top sector

Equity — global currently represents 60% of this ETF.

Geography

30% of the fund is concentrated in United States.

Distributions

Pays roughly 2.2% per year, quarterly.

Concentrated

Only 7 holdings — more concentrated than a broad-market fund.

All-in-one

Single-ticket portfolio — no rebalancing needed on your side.

Price history

Yahoo Finance · cached 10 min
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News about VBAL

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Terms used on this page

ETF
Exchange-Traded Fund. A basket of many investments you can buy in a single trade, like a stock.
Stock
A tiny ownership slice of a company. If the company does well, your share is often worth more.
Bond
A loan you make to a government or company. In return they pay you interest and give the money back later.
MER
Management Expense Ratio — the yearly percentage fee an ETF charges you. Lower is usually better.
Yield
Yearly income (like dividends or interest) expressed as a percentage of the price.
Diversification
Spreading your money across many investments so no single one can hurt you badly.

Similar ETFs

VEQT
Vanguard All-Equity ETF Portfolio
MER 0.24%
VGRO
Vanguard Growth ETF Portfolio
MER 0.24%
VFV
Vanguard S&P 500 Index ETF
MER 0.09%
VCN
Vanguard FTSE Canada All Cap Index ETF
MER 0.05%

Related market news

Inflation
Canadian inflation eases to 2.4%
Statistics Canada reported that the Consumer Price Index rose 2.4% year over year, down from the previous month.
Markets
TSX Composite closes at a record high
Canada's main stock index closed at a new all-time high, driven by strength in financials and materials.
ETF
Canadian ETF inflows top $10B this quarter
Canadian investors continued to pour money into ETFs, especially all-in-one and broad-market funds.
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Historical returns are for education only and are not a prediction. Prices are illustrative unless a live indicator is shown.

Educational only. PassiveInvesting.ca is an educational platform. Information provided is for educational purposes only and should not be considered financial, legal, or tax advice. Always conduct your own research and consult a qualified professional before making investment decisions.

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