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VANGUARD BALANCED PORTFOLIO ETF UNITVANGUARD BALANCED PORTFOLIO ETF UNITVANGUARD BALANCED PORTFOLIO ETF UNIT

VANGUARD BALANCED PORTFOLIO ETF UNIT

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Overview
Analysis Holdings Ideas Discussions Technicals Seasonals

VBAL chart


Full chart

Key stats


Assets under management (AUM)
‪3.38 B‬ CAD
Fund flows (1Y)
‪436.73 M‬ CAD
Dividend yield (indicated)
2.26%
Discount/Premium to NAV
−0.02%
Shares outstanding
‪103.27 M‬
Expense ratio
0.24%

About VANGUARD BALANCED PORTFOLIO ETF UNIT


Issuer
The Vanguard Group, Inc.
Brand
Vanguard
Home page
vanguardcanada.ca
Inception date
Jan 25, 2018
Structure
Canadian Mutual Fund Trust (ON)
Index tracked
No Underlying Index
Management style
Active
Dividend treatment
Distributes
Distribution tax treatment
Ordinary income
Primary advisor
Vanguard Investments Canada, Inc.
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
Geography
Global
Weighting scheme
Proprietary
Selection criteria
Proprietary

VBAL analysis


What's in the fund
Exposure type
Bonds, Cash & Other
ETF
Bonds, Cash & Other100.00%
ETF99.79%
Futures0.21%
Top 10 holdings

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.

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