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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: $29.94 on 7/22/2016, Change: +0.21 (0.71%)

 

Graph of Vanguard Strategic Equity Inv Fund (VSEQX) ManagerFund Manager - Binbin P. Guo

Fund Manager Information

Fund Manager Tenure: 0.5 years
Fund Family: Vanguard
Fund Category: Mid-Cap Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: N/A (Score: *Manager is New*)     (What does this score mean?)

 

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 May 30, 2016

  • Vanguard Strategic Equity Inv Fund (VSEQX) has good mid-term performance (3-year return 10.68% vs 8.11% Mid-Cap Blend category median performance)
  • Vanguard Strategic Equity Inv Fund (VSEQX) has good Long-term performance (5-year return 11.37% vs 8.53% 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
  • Vanguard Strategic Equity Inv Fund (VSEQX) has a lower expense ratio than its Mid-Cap Blend average: 0.21% vs 1.15%
  • 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 May 30, 2016

  • Vanguard Strategic Equity Inv Fund (VSEQX) management has been with Vanguard Strategic Equity Inv Fund for only 0.5 years, it is hard to judge manager's ability based on this fund's operation record
  • Vanguard Strategic Equity Inv Fund (VSEQX) has a less-than-ideal short-term performance (1-year return -5.49% vs -4.08% Mid-Cap Blend category median performance)
  • Vanguard Strategic Equity Inv Fund (VSEQX) has an annual stock turnover rate of 70.00% that is higher than the Mid-Cap Blend average of 60.70%. 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 12.7 that is higher than category average of 12.56
See Vanguard Strategic Equity Inv Fund (VSEQX) performance details as of May 30, 2016

 

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 Inv1.55-5.4910.6811.37
VY JPMorgan Mid Cap Value S2 (IJPMX)5.65-1.1810.0811.52Compare
Thrivent Mid Cap Stock A (AASCX)7.444.8912.209.76Compare
CRM Mid Cap Value Instl (CRIMX)9.240.699.458.33Compare

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
Direxion All Cap Insider Sentiment ETF (KNOW)3.88%2.77%13.82%
Guggenheim Mid-Cap Core ETF (CZA)6.80%1.17%9.91%
Schwab US Mid-Cap ETF (SCHM)000
iShares Russell Mid-Cap (IWR)000
SPDR S&P MidCap 400 ETF (MDY)000

 

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
05/2016$5.80B
03/2016$5.82B
02/2016$5.40B
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
03/20160.46%99.42%0%0.12%
12/20150.37%99.48%0%0.15%
09/20150.41%99.59%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

Mar 30, 2016
Tyson Foods, Inc. Common Stock [1.08%]
FirstEnergy Corporation Common [1.03%]
Sealed Air Corporation Common S [0.95%]
Avery Dennison Corporation Comm [0.92%]
Cintas Corporation [0.91%]
Best Buy Co., Inc. Common Stock [0.9%]
Centene Corporation Common Stoc [0.89%]
Leggett & Platt, Incorporated C [0.89%]
Everest Re Group, Ltd. Common S [0.89%]
Darden Restaurants, Inc. Common [0.88%]

Dec 30, 2015
FirstEnergy Corporation Common [1.02%]
Tesoro Corporation Common Stock [0.99%]
Cintas Corporation [0.95%]
Everest Re Group, Ltd. Common S [0.94%]
Centene Corporation Common Stoc [0.94%]
Hologic, Inc. [0.93%]
Expedia, Inc. [0.9%]
Huntington Ingalls Industries, [0.89%]
Spirit Aerosystems Holdings, In [0.89%]
Avery Dennison Corporation Comm [0.89%]

Sep 29, 2015
Electronic Arts Inc. [1.15%]
Tesoro Corporation Common Stock [0.99%]
Best Buy Co., Inc. Common Stock [0.99%]
FirstEnergy Corporation Common [0.96%]
Cintas Corporation [0.93%]
Everest Re Group, Ltd. Common S [0.93%]
CDW Corporation [0.91%]
Computer Sciences Corporation C [0.89%]
Bunge Limited Bunge Limited [0.89%]
Voya Financial, Inc. Common Sto [0.87%]
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

  

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