Key stats
About VANGUARD STAR FUND
Home page
Inception date
Jan 26, 2011
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
The fund offers a broad, inclusive portfolio of global stocks outside the US. Unlike some peer funds, it covers small-caps in market-like proportion, which is to say, a relatively small part of the portfolio. The underlying index is derived from the FTSE Global Equity Index Series, which covers 98% of the worlds investable market capitalization. Index constituents are categorized in accordance with the Industry Classification Benchmark and are screened for investability and liquidity. The resulting portfolio is weighted according to market capitalization. The index is reviewed semi-annually in March and September.
Classification
What's in the fund
Exposure type
Finance
Electronic Technology
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.