Vanguard Strategic Small-Cap Equity Inv (VSTCX)
* As of 31-Mar-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.38%|
Performance & Risk
|5y Avg Return:||17.65%|
|Rank in Category (ytd):||25|
|% Rank in Category (ytd):||3.21%|
|Morningstar Risk Rating:||3|
The investment seeks long-term capital appreciation.
The fund invests in small-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 Cap 1750 Index, while seeking to maintain a risk profile similar to that of the index. At least 80% of its assets will be invested in small-cap equity securities. View More