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Vanguard Strategic Equity Inv (VSEQX)

35.73 -0.06 (-0.17%)
At close: 8:01 PM EDT

Fund Summary

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 the advisor believes offer an appropriate 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 benchmark, the MSCI U.S. Small + Mid Cap 2200 Index, while seeking to maintain a risk profile similar to that of the index.

Vanguard Strategic Equity Inv

Valley Forge PA 19482
P O Box 2600 V26
6106696295

Fund Overview

Category Mid-Cap Blend
Fund Family Vanguard
Net Assets 8.42B
YTD Return 9.63%
Yield 1.32%
Morningstar Rating
Inception Date Aug 14, 1995

Fund Operations

Last Dividend 0.52
Last Cap Gain 11.00
Holdings Turnover 64.00%
Average for Category --

Fees & Expenses

Expense VSEQX Category Average
Annual Report Expense Ratio (net) 0.17% 0.94%
Prospectus Net Expense Ratio 0.17% --
Prospectus Gross Expense Ratio 0.17% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.32%
Max Deferred Sales Load -- 1.16%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

CFA, Ph.D., Senior Portfolio Manager at Vanguard. He has been with Vanguard since April 2020, has worked in investment management since 2004, has managed investment portfolios since 2004, and has co-managed a portion of the Fund since February 2021. Education: B.S., Universidad de Lima; Ph.D., University of Pennsylvania.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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