Vanguard STAR Inv
(VGSTX)
US Markets Close In1 hr 51 min
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24.72
+0.16
+0.65%
:

Previous Close

24.56

Net Assets

18.50B

Yield

1.89%

Front load

None

Expenses

0.00%

Category

Moderate Allocation

Morningstar Risk

Average

Morningstar Rating ★★★★
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Performance
Returns %
Key statistics
  • Composition
  • Performance
  • Top Holdings
  • Top Rated Funds
  • Fund vs. Category
Quarterly Returns
  • Annual

  • VGSTX

  • Category

    • 2013

    • 17.80%

    • -

    • 2012

    • 13.79%

    • -

    • 2011

    • 0.77%

    • -

    • 2010

    • 11.70%

    • -

    • 2013

    • 2012

    • 2011

      • Q1

      • 5.24%

      • 8.86%

      • 3.51%

      • Q2

      • 0.14%

      • -2.50%

      • 1.12%

      • Q3

      • 5.60%

      • 4.87%

      • -9.75%

      • Q4

      • 5.85%

      • 2.22%

      • 6.68%

      Composition
      Sector Weightings
      Equity Investment Style
      Bond Investment Style
      The two dimensions of the Fund Style box measure the average size of companies that have been in the FUND, from the top to bottom, and the average valuation characteristics of the FUND's past stock holdings, from left to right.
      • Name

      • % Portfolio Weight

      • Shares Held

      • Change

        • Vanguard Windsor™ II Inv

        • 14.16

        • 68,244,172

        • -597,249

        • Vanguard Long-Term Investment-Grade Inv

        • 12.82

        • 225,996,628

        • 851,312

        • Vanguard Short-Term Investment-Grade Inv

        • 12.50

        • 214,829,816

        • 4,250,411

        • Vanguard GNMA Inv

        • 12.49

        • 216,339,329

        • 682,314

        • Vanguard International Value Inv

        • 9.30

        • 44,714,350

        • 0

        • Vanguard International Growth Inv

        • 9.29

        • 72,899,045

        • 0

        • Vanguard Windsor™ Inv

        • 7.67

        • 66,001,209

        • -964,998

        • Vanguard PRIMECAP Inv

        • 6.13

        • 11,250,179

        • -134,186

        • Vanguard US Growth Inv

        • 6.06

        • 37,534,422

        • -52,634

        • Vanguard Morgan™ Growth Inv

        • 6.04

        • 42,352,809

        • -59,568

        • Name

        • Rating

        • YTD Return %

          • Columbia Balanced Z

          • ★★★★★
          • 5.69

          • Fidelity® Puritan® K

          • ★★★★★
          • 6.32

          • Fidelity® Balanced K

          • ★★★★★
          • 6.21

          • American Funds American Balanced F2

          • ★★★★★
          • 4.65

          • American Beacon Balanced AMR

          • ★★★★★
          • 5.71

          • VY T. Rowe Price Capital Appreciation A

          • ★★★★★
          • 6.68

          • Villere Balanced Inv

          • ★★★★★
          • -1.10

          • Hennessy Equity and Income Investor

          • ★★★★★
          • 5.17

          • MainStay Income Builder I

          • ★★★★★
          • 5.41

          • T. Rowe Price Capital Appreciation Adv

          • ★★★★★
          • 6.71

          • Name

          • VGSTX

          • Category

            • Expense Ratio

            • 0.00%

            • 0.97%

            • Net Assets

            • 18.50B

            • 706.68M

            • Dividend Yield

            • 1.97%

            • 2.36

            • Price/Book

            • 2.00

            • 2.10

            • Price/Sales

            • 1.44

            • 1.54

            • Price/Cash Flow

            • 6.95

            • 6.05

            Profile

            Name of Issuer

            Vanguard

            Fund Style

            Open

            Fund Manager

            William Coleman

            Investment Style

            Large Blend

            The investment seeks long-term capital appreciation and income. As a "fund of funds," the STAR Fund invests in a diversified group of other Vanguard mutual funds, rather than in individual securities. It 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. Through the underlying funds, the STAR Fund owns a diversified mix of stocks and bonds.

            Purchase Information

            Initial Purchase 1,000
            Initial Purchase: IRA 1,000
            Initial Purchase: AIP NA
            Front load None
            Back Load None

            Inception

            3/29/1985