Vanguard Strategic Equity Inv (VSEQX)
* As of 31-Dec-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.27%|
Performance & Risk
|5y Avg Return:||18.63%|
|Rank in Category (ytd):||6|
|% Rank in Category (ytd):||1.63%|
|Morningstar Risk Rating:||4|
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