Vanguard Balanced ETF Portfolio (VBAL.TO) — ETF Analysis on Winston

Key Facts

• Issuer: Vanguard
• Category: Multi-Asset
• Asset Class: Multi-Asset
• Price: $39.73
• Expense Ratio: 22.00%
• Assets Under Management: $5.7B
• Number of Holdings: 9
• Inception Date: 2018-01-25
• Currency: CAD

Winston Score

Vanguard Balanced ETF Portfolio has a Winston Score of 71 out of 100.

Performance

• 1-Year Return: 12.23%
• 3-Year Return: 41.59%
• 5-Year Return: 29.37%

Top Holdings

NVIDIA Corp (N/A%), Apple Inc (N/A%), Royal Bank of Canada (N/A%), Toronto-Dominion Bank/The (N/A%), Microsoft Corp (N/A%)

Sector Breakdown

Basic Materials (N/A%), Communication Services (N/A%), Consumer Cyclical (N/A%), Consumer Defensive (N/A%), Energy (N/A%)