VGSTX - Vanguard STAR Inv

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Vanguard STAR Inv

Vanguard Star FundsPo Box 2600 V26Valley Forge PA 19482
Management Information
William A. Coleman,Lead Manager since February 21, 2013
William Coleman, Portfolio Manager. He has worked in investment management since joining Vanguard in 2006. Education: B.S., King’s College; M.B.A., St. Joseph’s University.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryAllocation--50% to 70% Equity
Fund FamilyVanguard
Net Assets21.75B
YTD Return0.71%
Morningstar Rating★★★★
Inception DateMar 28, 1985

Fund Operations

Last Dividend0.18
Last Cap Gain0.00
Holdings Turnover7.00%
Average for CategoryN/A

Fees & Expenses

ExpenseVGSTXCategory Average
Annual Report Expense Ratio (net)0.00%0.85%
Prospectus Net Expense Ratio0.32%N/A
Prospectus Gross Expense Ratio0.32%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.17%
Max Deferred Sales LoadN/A1.84%
3 Yr Expense Projection103N/A
5 Yr Expense Projection180N/A
10 Yr Expense Projection406N/A