Vanguard Strategic Equity Inv (VSEQX)
* As of 30-Jun-15
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:||20.57%|
|Rank in Category (ytd):||29|
|% Rank in Category (ytd):||7.27%|
|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 strong growth prospects and reasonable valuations relative to their industry peers. The advisor does this by using a quantitative process to evaluate all of the securities in the fund's benchmark, the MSCI US Small + Mid Cap 2200 Index, while seeking to maintain a risk profile similar to that of the index. At least 80% of its assets will be invested in equity securities. View More