Vanguard Strategic Equity is a systematic strategy that tilts toward smaller value names, resulting in a portfolio that can exhibit factor sensitivity. With low fees and a strong parent in Vanguard, the sole Investor share class retains its Morningstar Analyst Rating of Bronze.
Vanguard Strategic Equity Inv VSEQX
NAV / 1-Day Return
38.25
/
0.03
%
Total Assets
8.3 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.170%
Expense Ratio
0.170%
Fee Level
Low
Longest Manager Tenure
0.89
years
Category
Mid-Cap Blend
Investment Style
Mid BlendMin. Initial Investment
3,000
Status
Open
TTM Yield
1.13%
Turnover
59%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will VSEQX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VSEQX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the VSEQX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of VSEQX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A systematic approach to growth at a reasonable price.
