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Vanguard Strategic Equity Inv (VSEQX) Fund Ranking and Research

Ranking, Research and Recommendation of Vanguard Strategic Equity Inv (VSEQX) Fund

    Last Trade: $31.92 on 1/30/2015, Change: -0.56 (-1.72%)

 

Graph of Vanguard Strategic Equity Inv Fund (VSEQX) ManagerFund Manager - James D. Troyer

Fund Manager Information

Fund Manager Tenure: 9.0 years
Fund Family: Vanguard
Fund Category: Mid-Cap Blend
Fund Performance: Dec 30, 2014
Fundmojo Fund Grade: A+ (Score: 0.83)     (What does this score mean?)
Troyer serves as principal of Vanguard Group, Inc. He has worked in investment management since 1979 and has managed funds for Vanguard since 1995.  Get more insights on James D. Troyer

 

Graph of Vanguard Strategic Equity Inv Fund (VSEQX) ProfileVanguard Strategic Equity Inv Fund (VSEQX) Profile

Fund Profile and Description

Vanguard Strategic Equity Inv Fund seeks long-term capital appreciation. Vanguard Strategic Equity Inv Fund 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 industry peers. The advisor does this by using quantitative models to evaluate all of the securities in the benchmark, while maintaining a risk profile similar to that of the MSCI US Small + Mid Cap 2200 Index. At least 80% of the fund’s assets will be invested in stocks.

 

Vanguard Strategic Equity Inv (VSEQX) Fund Strength What we like about Vanguard Strategic Equity Inv (VSEQX) Fund

Data for Vanguard Strategic Equity Inv Fund (VSEQX) as of Dec 30, 2014

  • Vanguard Strategic Equity Inv Fund (VSEQX) management has been with Vanguard Strategic Equity Inv Fund for 9.0 years
  • Vanguard Strategic Equity Inv Fund (VSEQX) has good short-term performance (1-year return 13.68% vs 8.70% Mid-Cap Blend category median performance)
  • Vanguard Strategic Equity Inv Fund (VSEQX) has good mid-term performance (3-year return 24.14% vs 19.45% Mid-Cap Blend category median performance)
  • Vanguard Strategic Equity Inv Fund (VSEQX) has good Long-term performance (5-year return 18.63% vs 15.38% Mid-Cap Blend category median performance)
  • Vanguard Strategic Equity Inv Fund (VSEQX) ratio of up-years vs down years is greater than 2
  • Vanguard Strategic Equity Inv Fund (VSEQX) has a Morningstar rating of 4 and above
  • Asset base in Vanguard Strategic Equity Inv Fund (VSEQX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Vanguard Strategic Equity Inv Fund (VSEQX) has an annual stock turnover rate of 60.00% vs Mid-Cap Blend average of 65.46%. It is good that Vanguard Strategic Equity Inv management does not trade extensively for its return.
  • Vanguard Strategic Equity Inv Fund (VSEQX) has a lower expense ratio than its Mid-Cap Blend average: 0.27% vs 1.17%
  • Vanguard Strategic Equity Inv Fund (VSEQX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Vanguard Strategic Equity Inv Fund (VSEQX) Weakness What we are cautious about Vanguard Strategic Equity Inv (VSEQX) Fund

Data for Vanguard Strategic Equity Inv Fund (VSEQX) as of Dec 30, 2014

  • Vanguard Strategic Equity Inv Fund (VSEQX) is more volatile than its peers as it has a 3-year Standard Deviation of 11.42 that is higher than category average of 11.15
See Vanguard Strategic Equity Inv Fund (VSEQX) performance details as of Dec 30, 2014

 

What do you think?

 

Compare Vanguard Strategic Equity Inv Fund (VSEQX)Compare with other top Mid-Cap Blend category mutual funds

Aadditional top Mid-Cap Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Vanguard Strategic Equity Inv13.6813.6824.1418.63
Voya Russell Mid Cap Index S2 (IRMTX)12.3012.3020.5016.33Compare
Forward Total MarketPlus Institutional (ASMCX)11.5511.5519.3915.15Compare
Bridgeway Aggressive Investors 1 (BRAGX)14.9914.9925.7416.00Compare

See top fund managers for Mid-Cap Blend Category Funds

 

Compare Vanguard Strategic Equity Inv Fund (VSEQX)Compare with Mid-Cap Blend category ETFs

Some Mid-Cap Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Mid-Cap Core (CZA)9.85%9.85%19.68%
iShares S&P MidCap 400 Index (IJH)9.71%9.71%19.92%
Vanguard S&P Mid-Cap 400 Index ETF (IVOO)9.51%9.51%19.88%
SPDR S&P MidCap 400 (MDY)9.39%9.39%19.69%
PowerShares Dynamic Market (PWC)9.11%9.11%23.09%

 

Graph of Vanguard Strategic Equity Inv Fund (VSEQX) Net Asset TrackingVanguard Strategic Equity Inv (VSEQX) Fund Net Asset

Track net asset change of Vanguard Strategic Equity Inv fund (VSEQX)

DateNet Asset
12/2014$5.78B
11/2014$5.73B
10/2014$5.58B
More historic net asset information on Vanguard Strategic Equity Inv Fund (VSEQX)

  

Graph of Vanguard Strategic Equity Inv Fund (VSEQX) Portfolio TrackingVanguard Strategic Equity Inv (VSEQX) Fund Portfolio Allocation

Track portfolio allocation change of Vanguard Strategic Equity Inv fund (VSEQX)

DateCashStockBondOther
09/20140.69%99.31%0%0%
08/20140%0%0%0%
07/20140.71%99.29%0%0%
Click here to see more historic asset allocation information on Vanguard Strategic Equity Inv Fund (VSEQX)

 

graph of Vanguard Strategic Equity Inv Fund (VSEQX) Top 10 Position TrackingTop 10 Holdings in Vanguard Strategic Equity Inv (VSEQX) Fund

Discover what Vanguard Strategic Equity Inv Fund (VSEQX) manager is buying

Sep 29, 2014
Southwest Airlines Company Comm [1.19%]
CF Industries Holdings, Inc. Co [1.08%]
Best Buy Co., Inc. Common Stock [0.98%]
United Rentals, Inc. Common Sto [0.95%]
Electronic Arts Inc. [0.95%]
Computer Sciences Corporation C [0.94%]
Trinity Industries, Inc. Common [0.91%]
Everest Re Group, Ltd. Common S [0.9%]
Hanesbrands Inc. Common Stock [0.9%]

Aug 30, 2014
Southwest Airlines Company Comm [1.14%]
CF Industries Holdings, Inc. Co [1.03%]
Mylan Inc. [0.97%]
United Rentals, Inc. Common Sto [0.94%]
Helmerich & Payne, Inc. Common [0.91%]
C.R. Bard, Inc. Common Stock [0.91%]
Computer Sciences Corporation C [0.91%]
Trinity Industries, Inc. Common [0.89%]
Alliance Data Systems Corporati [0.89%]

Jul 30, 2014
Southwest Airlines Company Comm [1.14%]
CF Industries Holdings, Inc. Co [1.03%]
Mylan Inc. [0.97%]
United Rentals, Inc. Common Sto [0.94%]
Helmerich & Payne, Inc. Common [0.91%]
C.R. Bard, Inc. Common Stock [0.91%]
Computer Sciences Corporation C [0.91%]
Trinity Industries, Inc. Common [0.89%]
Alliance Data Systems Corporati [0.89%]
Click here for Stock Holding Change Map in Vanguard Strategic Equity Inv Fund (VSEQX)

  

Latest News on Vanguard Strategic Equity Inv (VSEQX) Fund

See what is happening with Vanguard Strategic Equity Inv Fund (VSEQX)

 

Vanguard Strategic Equity Inv Fund (VSEQX) Related ResourcesSee more information on Vanguard Strategic Equity Inv (VSEQX) Fund

Popular pages on Vanguard Strategic Equity Inv (VSEQX) Fund