Vanguard STAR Fund Review
This is a Vanguard STAR Fund Review (VGSTX). This fund is an investment in 11 Vanguard funds all at once. It is considered a large growth blend fund that has great potential for long term profits for your investment.
This fund has a balance of stocks, bonds and short term investments from 11 actively managed Vanguard Funds where the manager’s style and strategies vary. The turnover rate of the investments averages out to 21% from all 11 funds. 60.4% of the assets are in stocks of which 16.1% are of foreign origin. There are 32.1% bonds with 7.4% in cash reserve also in this fund’s holdings. The sectors the holding are in are 15.7% in financials, 12.9% in healthcare, 12.7% in industrial materials, 11.6% in hardware and 10.2% in energy.
One plus of this fund is the expense ratio is at 0.37%. This is 0.64% less than other funds with similar investments. The minimum investment amount is $1000.
This fund has an inception date of March 29, 1985. Since that time it has had a return of 9.76% as of April 30, 2010. The 10 year return was 5.26% and the 5 year return was 4.99%. The one year return was 29.97% with its YTD return as of May 11, 2010 was 2.34%.
This is a 4 star fund as rated by Morningstar that is an average risk with above average returns. The volatility measures are a Beta at 1.08, the R squared 99 and the standard deviation of 14.58.
This Vanguard STAR Fund Review (VGSTX) is positive for those investors look to add a long term investment that is well balanced.
For more reference about investments from Vanguard on this site please view Vanguard Extended Market Index Fund.
For a resource about ETF”s, please view Janus High Yield Fund Review which is one our sister site of topperformingmutualfunds.net.
Even further resources about ETF’s and other investments on another sister site of ours is etfinvestingblog.com please view U.S. Dollar ETF.
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