Topic: How To Invest

Q: Pat, any comments regarding Vanguard’s new balanced ETF products? Your advice would be appreciated. Thank you.

Article Excerpt

A: The Vanguard Conservative ETF Portfolio, $26.60, symbol VCNS on Toronto, holds roughly 40% of its assets in Vanguard stock ETFs and 60% in bond ETFs. This $117.8 million ETF started up on January 25, 2018, and has a low 0.22% MER. The ETF yields 2.3%. The Vanguard Balanced ETF Portfolio, $26.84, symbol VBAL on Toronto, has the opposite proportions to the Vanguard Conservative ETF Portfolio. It holds roughly 60% stock ETFs and 40% bond ETFs. This $322.8 million fund also started up on January 25, 2018, and it, too, has a 0.22% MER. The fund yields 2.2%. The more-aggressive Vanguard Growth ETF Portfolio, $27.08, symbol VGRO on Toronto, is 80% in stock ETFs and 20% in bond ETFs. It’s the biggest fund of the three at $477.5 million, and like the others, it started up on January 25, 2018; its MER is also 0.22% and its yield for investors is 2.2%. Traditionally, asset-allocation funds adjust their portfolio weightings between stocks, bonds and…

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