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    Vanguard STAR Inv (VGSTX)

    23.70 Down 0.09(0.38%) Apr 29

    Profile as of Mar 30, 2016Get Profile for:
    Vanguard STAR Inv
    Vanguard Star FundsPo Box 2600 V26Valley Forge PA 19482
    Map
    Phone: 800-662-7447
    Fund Overview 
    Category:Moderate Allocation
    Fund Family:Vanguard
    Net Assets:18.40B
    Year-to-Date Return:0.56%
    Yield:2.01%
    Morningstar Rating:4 stars
    Fund Inception Date:Mar 29, 1985
    Morningstar Style Box 
    Moderate Allocation
    [View Category Definition]
    View Top Moderate Allocation Funds
    About the Morningstar Style Box
    Management Information 
    William Coleman
    Lead Manager since Feb 22, 2013
    William Coleman, Portfolio Manager. He has worked in investment management since joining Vanguard in 2006 and has co-managed the Fund since 2013. Education: B.S., King’s College; M.B.A., St. Joseph’s University.
    Investment Information 
    Min Initial Investment:3,000
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:N/A
    Min Subsequent Investment:1
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    VGSTX can be purchased from 114 brokerages.

    Fund Summary 
    The investment seeks long-term capital appreciation and income. As a "fund of funds," the fund invests in a diversified portfolio 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 fund owns a diversified mix of stocks and bonds.

    Fund Operations 
    Last Dividend (Dec 28, 2015) : 0.17
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Apr 27, 2016) : 8.00%
    Average for Category:55.05%
    Fees & Expenses 
    ExpenseVGSTXCategory Avg
    Annual Report Expense Ratio (net):0.00%0.89%
    Prospectus Net Expense Ratio:0.34%N/A
    Prospectus Gross Expense Ratio:0.34%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.21%
    Max Deferred Sales Load: N/A2.30%
    3 Yr Expense Projection*:109530
    5 Yr Expense Projection*:191819
    10 Yr Expense Projection*:4311,645
    * Per $10,000 invested