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Morningstar

Vanguard Strategic Equity Inv VSEQX

Morningstar Analyst Rating
Analyst rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 34.44  /  1.50 %
  • Total Assets 6.9 Bil
  • Adj. Expense Ratio
    0.170%
  • Expense Ratio 0.170%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 1.35%
  • Turnover 62%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:20 PM GMT+00:00

Morningstar’s Analysis VSEQX

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.

The strategy’s new manager is settling in nicely but remains untested.

Senior Analyst

Summary

| by Megan Pacholok

Vanguard Strategic Equity’s new leader is making thoughtful changes that are still working their way through the portfolio. In the meantime, low costs and Vanguard’s strong stewardship support a Morningstar Analyst Rating of Bronze for the strategy’s sole share class.

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