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Address And Details

100 Vanguard Blvd. , Malvern, PA 19355
Fund Manager William Coleman
Manager Tenure 8 Years 11 Months

Strategy And Objective

The Fund seeks to provide long-term capital appreciation and income. As a fund of funds, the STAR Fund invests in a diversified portfolio of other Vanguard mutual funds, rather than in individual securities. The Fund follows a balanced investment approach by investing 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. The Fund's stock holdings emphasize large-capitalization stocks of domestic companies and, to a lesser extent, a diversified group of stocks in companies located outside the United States. The Fund's bond holdings focus predominantly on short- and long-term investment-grade corporate bonds and GNMA mortgage-backed securities.

Net Asset Value

as of 5:55 PM ET 01/14/2022

Performance

  • 1 Week
  • -0.06%
  • 1 Month
  • -5.96%
  • 3 Months
  • -6.80%
  • 1 Yr Return
  • -1.13%
  • 5 Yr Return
  • +29.93%

Equity Sector Breakdown

Finance 100.01%
ConsumerDurables n/a
Energy n/a
Health n/a
IndustrialCyclical n/a
NonDurables n/a
RetailTrade n/a
Services n/a
Technology n/a
Utilities n/a

Asset Allocation

Asset Type % Of Allocation
Other 100.00%
Cash 0.00%
Bonds 0.00%
Preferred 0.00%
Convertible 0.00%
ForeignStocks 0.00%
ForeignBonds 0.00%
ForeignHedged 0.00%
Stocks -0.01%
Total Net Assets 28.37 B

Risk Measures

Criteria 3 Years 5 Years 10 Years
Alpha 0.07 0.19 -0.42
Beta 0.67 0.66 0.66
R Squared 0.92 0.92 0.91
Std Deviation 12.22 10.65 9.12
Sharpe Ratio 1.43 1.14 n/a

Purchase Information

as of 6:02 PM ET 01/13/2022
Minimum Initial $1000
Minimum Additional $1
Minimum Initial IRA $0

Performance

Timeframe Average Annual Current Performance Monthly As Of 12/31/2021 Average Annual Current Performance Quarterly As Of 12/31/2021 Avg Annual Current Performance Monthly As Of 12/31/2021 Avg Annual Current Performance Quarterly As Of 12/31/2021
1 Year
  • +9.65%
  • +9.65%
+9.65% +9.65%
3 Year
  • +17.62%
  • +17.62%
+17.62% +17.62%
10 Year
  • +10.81%
  • +10.81%
+10.81% +10.81%
Life Of Fund
  • +9.80%
  • +9.80%
+9.80% +9.80%

Top 10 Holdings

Symbol Company Name % Of Assets
VTRIX VANGUARD INTERNATIONAL VALUE 9.40%
VWIGX VANGUARD INTERNATIONAL GR 9.21%
VWNDX VANGUARD WINDSOR FD 7.84%
V4342 ~VANGUARD PRIMECAP FUND 6.20%
VEXPX VANGUARD EXPLORER FD 3.72%
V2891 VANGUARD WINDSOR II 14.34%
VWESX VANGUARD LONG TERM INV GR FD 12.44%
V4339 VANGUARD US GROWTH 12.31%
V4347 VANGUARD GNMA 12.29%
VFSTX VANGUARD SHORT TERM INV GR FD 12.26%

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