Vanguard STAR
(MUTF:VGSTX) Watch this mutual fundFind more results for
MUTF:VGSTX
Performance
Trailing returns
| 1 day |
| -0.90% | |||
| 1 week | +0.57% |
| |||
| 4 week |
| -0.11% | |||
| 3 month | +7.84% |
| |||
| YTD | +23.40% |
| |||
| 1 year | +37.73% |
| |||
| 3 years* |
| -0.02% | |||
| 5 years* | +4.09% |
| |||
| *annualized | |||||
| Best 3 month return | +19.45% | |
| Worst 3 month return | -22.29% |
Morningstar statistics
Morningstar category: Moderate Allocation
| Return | Risk | Rating | |
| 3 years | Above Average | Average |
 
|
| 5 years | Above Average | Average |
|
| 10 years | Above Average | Average |
|
| Overall | Above Average | Average |
|
Morningstar style Learn more
| Large | |||
| Mid | |||
| Small | |||
| Value | Blend | Growth |
Key statistics
| Total assets | 12.08B | |
| Front load | - | |
| Deferred load | - | |
| Expense ratio | 0.32% | |
| Management fee | - | |
| Fund family | Vanguard |
Asset allocation
| Cash | 5.57% | |
| Stocks | 60.29% | |
| Bonds | 33.10% | |
| Preferred | 0.09% | |
| Other | 0.94% |
Purchase information
| Initial | $1,000 | |
| Additional | $100 | |
| IRA Initial | $1,000 | |
| AIP Initial | $1,000 | |
| AIP Additional | $100 |
17.54
-0.06 (-0.34%)
Nov 20, 8:00PM EST
Overall Morningstar RatingTM
Description
The investment seeks long-term capital appreciation and income.
The fund invests in a diversified group of other Vanguard mutual funds, rather than in individual securities. The Fund follows a balanced investment approach by placing 60% to 70% of its assets in common stocks through eight stock funds; 20% to 30% of its assets in bonds through two bond funds; and 10% to 20% of its assets in short-term investments through a short-term bond fund. While the investment is nondiversified, it invests in diversified underlying holdings.
Fund filings (PDF) »
Fund filings (PDF) »
Asset manager:
Duane Kelly (Started: Jul 24, 2009)
Duane Kelly (Started: Jul 24, 2009)
Risk
| 1 year | 3 years | 5 years | 10 years | ||
| Alpha* | 1.01 | -0.62 | -0.84 | 0.11 | |
| Beta* | 1.06 | 0.97 | 1.07 | 1.03 | |
| Mean annual return | 1.61 | 0.02 | 0.37 | 0.45 | |
| R-squared* | 99.23 | 98.75 | 98.84 | 95.12 | |
| Standard deviation | 16.16 | 14.27 | 11.61 | 10.56 | |
| Sharpe ratio | 1.19 | -0.15 | 0.13 | 0.23 | |
| * Against standard index | |||||
Top 10 holdings
| Security | Net Assets | |
| Vanguard Windsor II | 16.21% | |
| Vanguard Long-Term Investment-Grade | 12.66% | |
| Vanguard GNMA | 12.17% | |
| Vanguard Short-Term Investment-Grade | 12.01% | |
| Vanguard Windsor | 8.91% | |
| Vanguard US Growth | 6.94% | |
| Vanguard PRIMECAP | 6.91% | |
| Vanguard Morgan Growth | 6.90% | |
| Vanguard International Growth | 6.42% | |
| Vanguard International Value | 6.39% |