Vanguard Strategic Equity Fund Investor Shares

 (MUTF:VSEQX)   Watch this mutual fund  
Find more results for MUTF:VSEQX

Performance

Trailing returns

1 day
   
-0.65%  
1 week
   
-0.33%  
4 week   +3.50%
   
3 month   +6.24%
   
YTD   +4.08%
   
1 year   +34.25%
   
3 years*   +10.31%
   
5 years*   +15.41%
   
*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 High Above Average
5 years High Above Average
10 years Average Above Average
Overall Above Average Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets6.84B 
Front load-  
Deferred load-  
Expense ratio0.18%  
Management fee-  
Fund familyVanguard 

Asset allocation

Cash1.36%  
Stocks98.62%  
Bonds0.02%  
Other0.00%  

Purchase information

Initial$3,000  
Additional$1  
33.74+0.05(0.15%)
Feb 23, 7:00PM EST Overall Morningstar RatingTM

Description

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 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 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.
Fund filings (PDF) »
Asset managers:
Michael Roach (Started: Jan 26, 2012)
Binbin Guo (Started: Jan 28, 2016)
James Stetler (Started: Jan 26, 2012)
Advisor Company:
Vanguard Group Inc
Fund family reports on Morningstar »
Vanguard, 100 Vanguard Boulevard, Malvern, PA 19355, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -0.38 -0.60 0.71 -0.42
Beta* 1.48 1.10 1.09 1.19
Mean annual return 2.25 0.94 1.31 0.74
R-squared* 77.22 77.22 80.99 89.68
Standard deviation 13.42 13.05 12.47 19.15
Sharpe ratio 1.99 0.85 1.25 0.43
* Against standard index

Top 10 holdings

Security Net Assets  
Regions Financial Corp (RF) 1.09%  
Entergy Corp (ETR) 0.94%  
Advanced Micro Devices Inc (AMD) 0.94%  
United Rentals Inc (URI) 0.93%  
Best Buy Co Inc (BBY) 0.91%  
Huntington Ingalls Industries Inc (HII) 0.90%  
FirstEnergy Corp (FE) 0.89%  
Darden Restaurants Inc (DRI) 0.89%  
Steel Dynamics Inc (STLD) 0.88%  
Hologic Inc (HOLX) 0.88%