Vanguard Strategic Equity
(MUTF:VSEQX) Watch this mutual fundFind more results for
VSEQX
Performance
Trailing returns
| 1 day |
| -2.15% | |||
| 1 week | +0.21% |
| |||
| 4 week |
| -3.19% | |||
| 3 month | +8.10% |
| |||
| YTD | +24.15% |
| |||
| 1 year | +48.64% |
| |||
| 3 years* |
| -10.51% | |||
| 5 years* |
| -1.15% | |||
| *annualized | |||||
| Best 3 month return | +28.51% | |
| Worst 3 month return | -39.63% |
Morningstar statistics
Morningstar category: Mid-Cap Blend
| Return | Risk | Rating | |
| 3 years | Low | Average |
 
|
| 5 years | Below Average | Above Average |
|
| 10 years | Average | Average |
|
| Overall | Below Average | Average |
|
Morningstar style Learn more
| Large | |||
| Mid | |||
| Small | |||
| Value | Blend | Growth |
Key statistics
| Total assets | 3.32B | |
| Front load | - | |
| Deferred load | - | |
| Expense ratio | 0.32% | |
| Management fee | - | |
| Fund family | Vanguard |
Asset allocation
| Cash | 0.97% | |
| Stocks | 98.90% | |
| Bonds | 0.12% | |
| Other | 0.00% |
Purchase information
| Initial | $10,000 | |
| Additional | $100 | |
| IRA Initial | $10,000 | |
| AIP Initial | $10,000 | |
| AIP Additional | $50 |
14.50
-0.05 (-0.34%)
Nov 20, 8:00PM EST
Overall Morningstar RatingTM
Description
The investment seeks long-term capital appreciation.
The fund normally invests in small- and mid-capitalization domestic stocks 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 peers, by using proprietary software programs that allow comparisons among thousands of securities at a time.
Fund filings (PDF) »
Fund filings (PDF) »
Asset manager:
James Troyer (Started: Jan 27, 2006)
James Troyer (Started: Jan 27, 2006)
Risk
| 1 year | 3 years | 5 years | 10 years | ||
| Alpha* | -0.88 | -4.92 | -0.22 | 6.04 | |
| Beta* | 1.21 | 0.99 | 1.24 | 1.02 | |
| Mean annual return | 1.14 | -0.74 | 0.09 | 0.53 | |
| R-squared* | 90.97 | 98.99 | 89.69 | 80.06 | |
| Standard deviation | 30.07 | 24.52 | 20.82 | 18.33 | |
| Sharpe ratio | 0.45 | -0.46 | -0.09 | 0.19 | |
| * Against standard index | |||||
Top 10 holdings
| Security | Net Assets | |
| Western Digital Corporation (WDC) | 1.08% | |
| Goodrich Corporation (GR) | 1.06% | |
| Embarq Corporation (EQ) | 1.03% | |
| Cooper Industries, Ltd. (CBE) | 0.96% | |
| AmerisourceBergen Corporation (ABC) | 0.95% | |
| Unum Group (UNM) | 0.95% | |
| Marvell Technology Group, Ltd. (MRVL) | 0.92% | |
| CMT Market Liquidity Rate | 0.91% | |
| H & R Block, Inc. (HRB) | 0.90% | |
| Celanese Corporation (CE) | 0.88% |