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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: $30.97 on 4/17/2014, Change: +0.09 (0.29%)

 

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

Fund Manager Information

Fund Manager Tenure: 8.2 years
Fund Family: Vanguard
Fund Category: Mid-Cap Blend
Fund Performance: Mar 30, 2014
Fundmojo Fund Grade: A+ (Score: 0.82)     (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 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 Mar 30, 2014

  • Vanguard Strategic Equity Inv Fund (VSEQX) management has been with Vanguard Strategic Equity Inv Fund for 8.2 years
  • Vanguard Strategic Equity Inv Fund (VSEQX) has good short-term performance (1-year return 30.15% vs 22.35% Mid-Cap Blend category median performance)
  • Vanguard Strategic Equity Inv Fund (VSEQX) has good mid-term performance (3-year return 17.18% vs 12.62% Mid-Cap Blend category median performance)
  • Vanguard Strategic Equity Inv Fund (VSEQX) has good Long-term performance (5-year return 26.87% vs 23.02% 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 a lower expense ratio than its Mid-Cap Blend average: 0.28% vs 1.19%
  • 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 Mar 30, 2014

  • Vanguard Strategic Equity Inv Fund (VSEQX) has an annual stock turnover rate of 64.00% that is higher than the Mid-Cap Blend average of 60.76%. This could mean Vanguard Strategic Equity Inv is more nimble, but also signal potential high tax impact and high trading fees
  • Vanguard Strategic Equity Inv Fund (VSEQX) is more volatile than its peers as it has a 3-year Standard Deviation of 16.47 that is higher than category average of 15.59
See Vanguard Strategic Equity Inv Fund (VSEQX) performance details as of Mar 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 Inv4.6030.1517.1826.87
ASTON/Fairpointe Mid Cap N (CHTTX)4.8731.8915.4529.25Compare
Invesco Endeavor A (ATDAX)3.6916.5613.3627.52Compare
American Century Veedot Instl (AVDIX)1.3526.3115.6220.84Compare

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 Raymond James SB-1 Equity (RYJ)2.53%29.68%14.75%
PowerShares Dynamic Market (PWC)4.63%28.60%16.38%
Guggenheim Spin-Off (CSD)0.78%28.02%23.54%
First Trust Value Line 100 ETF (FVL)4.61%27.52%9.95%
WisdomTree MidCap Earnings (EZM)2.94%27.42%16.35%

 

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
03/2014$5.09B
02/2014$5.02B
01/2014$4.73B
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
02/20140.78%99.22%0%0%
01/20140.63%99.37%0%0%
12/20130.72%99.28%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

Feb 27, 2014
Mylan Inc. [1.15%]
Western Digital Corporation [1.08%]
Alliance Data Systems Corporati [1.02%]
Helmerich & Payne, Inc. Common [0.98%]
Endo International plc [0.96%]
American Airlines Group, Inc. [0.95%]
Tyson Foods, Inc. Common Stock [0.95%]
Packaging Corporation of Americ [0.92%]
Trinity Industries, Inc. Common [0.91%]

Jan 30, 2014
Western Digital Corporation [1.14%]
Mylan Inc. [1.09%]
Fidelity National Information S [0.98%]
American Airlines Group, Inc. [0.95%]
Alliance Data Systems Corporati [0.94%]
Helmerich & Payne, Inc. Common [0.93%]
Huntington Ingalls Industries, [0.92%]
The AES Corporation Common Stoc [0.9%]
Gartner, Inc. Common Stock [0.89%]

Dec 30, 2013
Western Digital Corporation [1.12%]
Mylan Inc. [1.03%]
Fidelity National Information S [1.03%]
Alliance Data Systems Corporati [1.02%]
Gartner, Inc. Common Stock [0.9%]
Huntington Ingalls Industries, [0.9%]
Core Laboratories N.V. Common S [0.9%]
Dun & Bradstreet Corporation (T [0.88%]
Helmerich & Payne, Inc. Common [0.88%]
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