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Vanguard Strategic Equity Inv (VSEQX)

30.62 Up 0.28(0.92%) Oct 17
Prev Close:30.34
YTD Return*:6.73%
Net Assets*:5.58B
Yield*:1.12%

* As of 30-Sep-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Top Holdings

Symbol% AssetsYTD Return %
LUV1.1473.62
CF1.0317.04
ORLY0.9816.11
MYL0.974.31
URI0.9433.97

Fund Basics

Morningstar Overall Rating:
Total Assets:5.58B
Category:Mid-Cap Blend
Annual Report Expense Ratio (net):0.28%

Performance & Risk

YTD Return:6.73%
5y Avg Return:18.65%
Rank in Category (ytd):7
% Rank in Category (ytd):1.79%
Beta (3y):1.26
Morningstar Risk Rating:4

Fund Summary

The investment seeks long-term capital appreciation. The fund invests in small- and mid-capitalization domestic equity securities based on the advisor's assessment of the relative return potential of the securities. The advisor selects securities that it believes offer a good balance between reasonable valuations and attractive growth prospects relative to their industry peers. The advisor does this by using quantitative models to evaluate all of the securities in its benchmark, the MSCI US Small + Mid Cap 2200 Index, while maintaining a risk profile similar to that of the index. At least 80% of its assets will be invested in equity securities. View More
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