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Morningstar

Vanguard STAR Inv VGSTX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 25.99  /  0.42 %
  • Total Assets 22.5 Bil
  • Adj. Expense Ratio
    0.310%
  • Expense Ratio 0.310%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Moderate Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.97%
  • Turnover 12%

USD | NAV as of Sep 20, 2023 | 1-Day Return as of Sep 20, 2023, 10:24 PM GMT+0

Morningstar’s Analysis VGSTX

Will VGSTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VGSTX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the VGSTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of VGSTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The building blocks here are topnotch.

Associate Analyst Nour Al Twal

Nour Al Twal

Associate Analyst

Summary

Solid underlying teams contribute to Vanguard STAR’s portfolio. However, competitive shifts amidst peers lead to a Morningstar Analyst Rating downgrade to Bronze from Silver.

by Nour Al Twal
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings VGSTX

More VGSTX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 12
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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14.38
3,267,927,900
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Vanguard Long-Term Investment-Grade Inv

12.39
2,815,740,239
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Vanguard US Growth Investor

12.30
2,795,468,563
—

Vanguard Short-Term Investment-Grade Inv

12.15
2,762,188,309
—

Vanguard GNMA Inv

12.15
2,761,231,974
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Vanguard International Value Inv

9.46
2,150,647,571
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Vanguard International Growth Inv

9.43
2,141,998,949
—

Vanguard Windsor Investor Shares

7.66
1,740,699,799
—

Vanguard PRIMECAP Inv

6.18
1,404,396,699
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Vanguard Explorer Inv

3.85
874,442,837
—