VGSTX - Vanguard Star Fund Investor Shares (2024)

FAQs

Is VGSTX a good investment? ›

The fund's risk compared with that of others in its category is considered average by Morningstar for the trailing three-, five- and 10-year periods. The level of return is deemed above average compared with that of its peers for the corresponding periods.

VGSTX pays a dividend of 0.84 per share. VGSTX's annual dividend yield is 1.11%. When is Vanguard STAR Fund ex-dividend date? Vanguard STAR Fund's previous ex-dividend date was on Dec 27, 2023.

The Vanguard STAR Fund has produced reasonably good long-term returns for retirement investors. Over the past 15 years, the fund has produced an average annual return of 6.3%, outperforming the average balanced fund handily.

Top performing investment funds owned by Vanguard worldwide 2024, by one-year return. As of May 2024, the Vanguard Communication Services Index Fund provided the highest one-year return rate. The Vanguard Mega Cap Growth Index ranked second having a one-year return rate of 37.4 percent.

Morningstar has awarded this fund 3 stars based on its risk-adjusted performance compared to the 680 funds within its Morningstar Category.

A good return on investment is generally considered to be around 7% per year, based on the average historic return of the S&P 500 index, adjusted for inflation. The average return of the U.S. stock market is around 10% per year, adjusted for inflation, dating back to the late 1920s.

Morningstar gives many of Vanguard's funds a five-star rating—the highest rating possible from Morningstar's rating system. The Vanguard Wellesley Income Admira allocates over half its assets to a broad mix of bonds. The Vanguard Tax-Managed Balanced Fund Admiral Shares allocates nearly half of its assets in stocks.

How much should you put into Vanguard? ›

Vanguard suggests that you save 12% to 15% of your pay each year for retirement, including any employer contributions.

The average account balance for Vanguard participants was $112,572, and the median balance was $27,376 — decreases of 20% and 23% from a year earlier. The average one-year participant total return was –15.8%.

Key Takeaways. Vanguard is a large investment advisor offering mutual funds and ETFs, many of which pay dividends. Most of Vanguard's ETF products pay monthly or quarterly dividends. Expense ratios are the fees investors pay for investing in a fund; the lower the better.

Vanguard High Dividend Yield Index Fund seeks to track the investment performance of the FTSE High Dividend Yield Index. Stocks included in the High Dividend Yield Index have a history of paying above-average dividends. The fund will hold all the stocks in the index in approximately the same weightings as in the index.

If you sell the entire position one day or more before the dividend-payable date, your distribution will be paid in cash. If, however, you sell an entire position within the one-day time frame of the security's payable date, the dividend may be reinvested, resulting in additional shares.

The fund has returned 11.68 percent over the past year, 9.33 percent over the past three years, 9.86 percent over the past five years, and 11.77 percent over the past decade.

Vanguard Utilities ETF carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, VPU is a sufficient option for those seeking exposure to the Utilities/Infrastructure ETFs area of the market.

Vanguard High Dividend Yield ETF (VYM)

The better Vanguard ETF for their needs is likely VYM, which delivers a higher 2.9% 30-day SEC yield by targeting the FTSE High Dividend Yield Index. It also charges the same expense ratio as VIG does, at 0.06%.

The yield focus makes the fund look quite different from the Russell 1000 Value Index, the large-value Morningstar Category benchmark. With very low costs relative to its actively managed peers, the Vanguard Equity-Income is a strong choice for equity-income seekers.