Mutual Fund Insights: Vanguard Long-Term US Treasury Fund (VUSTX)

In-depth Analysis of Vanguard Long-Term US Treasury Fund (VUSTX)

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See Vanguard Long-Term US Treasury Fund (VUSTX) performance details as of January 31, 2010

  

Last Trade: $11.07 on 3/18/2010, Change: -0.03 (-0.27%)

  

Fund Manager - David R. Glocke

Fund Manager Tenure: 8.8 years   [Similar Funds: VUSUX ]
Fundmojo Fund Grade: B (Score: 0.64)     (What does this score mean?)

Glocke is principal and portfolio manager with Vanguard Group. Glocke has been working for Vanguard since 1997. Glocke has worked in investment management since 1991.  Get more insights on David R. Glocke

  

 What we like about Vanguard Long-Term US Treasury Fund (VUSTX)

Data for Vanguard Long-Term US Treasury Fund (VUSTX) as of January 31, 2010

• Vanguard Long-Term US Treasury Fund (VUSTX) management has been with Vanguard Long-Term US Treasury Fund for 8.8 years
• Vanguard Long-Term US Treasury Fund (VUSTX) has good short-term performance (1-year return -1.36% vs -4.33% Long Government category average)
• Vanguard Long-Term US Treasury Fund (VUSTX) has good mid-term performance (3-year return 6.81% vs 6.78% Long Government category average)
• Vanguard Long-Term US Treasury Fund (VUSTX) has good Long-term performance (5-year return 5.02% vs 4.22% Long Government category average)
• Vanguard Long-Term US Treasury Fund (VUSTX) has a Morningstar rating of 4 and above
• Vanguard Long-Term US Treasury Fund (VUSTX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.82, lower than category average of 16.16
• Vanguard Long-Term US Treasury Fund (VUSTX) has a lower management fee than its Long Government average: 0.25% vs 0.94%
• Vanguard Long-Term US Treasury Fund (VUSTX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Vanguard Long-Term US Treasury Fund (VUSTX)

Data for Vanguard Long-Term US Treasury Fund (VUSTX) as of January 31, 2010

• Vanguard Long-Term US Treasury Fund is a focused fund with 75.13% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Vanguard Long-Term US Treasury Fund (VUSTX) ratio of up-years vs down years can be improved
• Vanguard Long-Term US Treasury Fund (VUSTX) is less safe compared to its Long Government peers

See Vanguard Long-Term US Treasury Fund (VUSTX) performance details as of January 31, 2010

  

  

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Vanguard Long-Term US Treasury Fund (VUSTX) Net Asset

Track net asset change of Vanguard Long-Term US Treasury fund (VUSTX)

Date	Net Asset
01/2010	$1.45B
11/2009	$1.54B
10/2009	$1.53B

More historic net asset information on Vanguard Long-Term US Treasury Fund (VUSTX)

  

Vanguard Long-Term US Treasury Fund (VUSTX) Portfolio Allocation

Track portfolio allocation change of Vanguard Long-Term US Treasury fund (VUSTX)

Date	Cash	Stock	Bond	Other
09/2009	0.83%	0%	99.17%	0%
07/2009	0.5%	0%	99.5%	0%
06/2009	1.2%	0%	98.8%	0%

Click here to see more historic asset allocation information on Vanguard Long-Term US Treasury Fund (VUSTX)

  

Most Recent Top 10 Holdings in Vanguard Long-Term US Treasury Fund (VUSTX)

Discover what Vanguard Long-Term US Treasury Fund (VUSTX) manager is buying

30-Sep-09 US Treasury Bond 7.875% [11.44%] US Treasury Bond 6.25% [10.41%] US Treasury Bond 5.375% [9.4%] US Treasury Bond 4.375% [8.75%] US Treasury Bond 5% [7.72%] United States Treas Bds 3.5% [7.51%] US Treasury Bond 7.25% [6.53%] US Treasury Bond 7.125% [4.72%] US Treasury Bond 4.25% [4.45%] US Treasury Bond 8.125% [4.2%]

31-Jul-09 US Treasury Bond 6.25% [13.61%] US Treasury Bond 7.875% [11.53%] US Treasury Bond 5.375% [9.48%] US Treasury Bond 4.375% [8.66%] US Treasury Bond 7.25% [8.02%] US Treasury Bond 5% [7.65%] US Treasury Bond 7.125% [7.59%] US Treasury Bond 6.375% [4.44%] US Treasury Bond 4.25% [4.4%] US Treasury Bond 8.125% [4.24%]

30-Jun-09 US Treasury Bond 6.25% [14.49%] US Treasury Bond 7.875% [11.21%] US Treasury Bond 5.375% [9.23%] US Treasury Bond 4.375% [8.43%] US Treasury Bond 5% [7.45%] US Treasury Bond 7.125% [7.37%] US Treasury Bond 7.25% [6.86%] US Treasury Bond 6.375% [4.32%] US Treasury Bond 4.25% [4.23%] US Treasury Bond 8.125% [4.12%]

Click here for Stock Holding Change Map in Vanguard Long-Term US Treasury Fund (VUSTX)

  

Related books and products to Vanguard Long-Term US Treasury Fund (VUSTX)

  

Latest News on Vanguard Long-Term US Treasury (VUSTX)

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Books and Resources

 

 

See more information on Vanguard Long-Term US Treasury Fund (VUSTX)

• Vanguard Long-Term US Treasury Fund Insights
• Vanguard Long-Term US Treasury Fund Performance Data
• Vanguard Long-Term US Treasury Fund News
• Vanguard Long-Term US Treasury Fund Score Explaination
• Vanguard Long-Term US Treasury Fund Manager Information
• Historic Vanguard Long-Term US Treasury Fund Asset Allocation Report
• Historic Vanguard Long-Term US Treasury Fund Top 10 Holding Tracking
• Historic Vanguard Long-Term US Treasury Fund Asset Under Management Tracking