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Morningstar

Vanguard Short-Term Federal Inv VSGBX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 9.96  /  +0.11 %
  • Total Assets 4.8 Bil
  • Adj. Expense Ratio
    0.200%
  • Expense Ratio 0.200%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Short Government
  • Credit Quality / Interest Rate Sensitivity High/Limited
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 3.45%
  • Effective Duration 2.24 years

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis VSGBX

Will VSGBX 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 VSGBX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VSGBX 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 VSGBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Low fees and a practical approach make for an attractive short government offering.

Associate Director Brian Moriarty

Brian Moriarty

Associate Director

Summary

We have qualitatively reviewed this strategy and reaffirmed its Above Average Process and Average People ratings. The team is comparable to peers, and it executes a thorough, straightforward process. The following text is from Nov. 10, 2022.

by Brian Moriarty
Rated on Published on

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Portfolio Holdings VSGBX

More VSGBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes

13.24 646.2 Mil
Government

Resolution Funding Corp

6.26 305.2 Mil
Government

Federal Farm Credit Banks

5.20 253.8 Mil
Government

Federal Home Loan Mortgage Corp.

4.11 200.4 Mil
Government

Federal Home Loan Mortgage Corp.

3.71 181.2 Mil
Government

Federal National Mortgage Association

3.44 167.8 Mil
Government

Federal Home Loan Mortgage Corp.

3.33 162.6 Mil
Government

United States Treasury Notes

3.27 159.5 Mil
Government

Federal Home Loan Mortgage Corp.

3.05 148.8 Mil
Government

Resolution Funding Corp

2.69 131.1 Mil
Government