Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Christine F. Heim, Managing Director


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | VSTCX Insights | VSTCX Score | VSTCX Performance | VSTCX Manager | VSTCX News | VSTCX Allocation | VSTCX Holdings Change

Mutual Fund Insights: Vanguard Strategic Small-Cap Equity Fund (VSTCX)

In-depth Analysis of Vanguard Strategic Small-Cap Equity Fund (VSTCX)

Mutual fund chart: Vanguard Strategic Small-Cap Equity Fund (VSTCX)

3 months
6 months
1 year
3 year
5 year

See Vanguard Strategic Small-Cap Equity Fund (VSTCX) performance details as of February 28, 2010

  

    Last Trade: $16.16 on 3/19/2010, Change: -0.21 (-1.28%)
Experiment our closing price forecasting tool for Vanguard Strategic Small-Cap Equity Fund (VSTCX) (alpha release)

  

Fund Manager - James P. Stetler

Fund Manager Tenure: 3.9 years
Fundmojo Fund Grade: E (Score: 0.38)     (What does this score mean?)
James P. Stetler is a Principal of Vanguard. James P. Stetler has been with Vanguard since 1982; worked in investment management since 1996; James P. Stetler has managed a portion of the Fund since 2003.  Get more insights on James P. Stetler

  

What we like about Vanguard Strategic Small-Cap Equity Fund (VSTCX) What we like about Vanguard Strategic Small-Cap Equity Fund (VSTCX)

Data for Vanguard Strategic Small-Cap Equity Fund (VSTCX) as of February 28, 2010

  • Vanguard Strategic Small-Cap Equity Fund (VSTCX) management has been with Vanguard Strategic Small-Cap Equity Fund for 3.9 years
  • Vanguard Strategic Small-Cap Equity Fund (VSTCX) has good mid-term performance (3-year return -9.04% vs -6.15 % Small Blend category average)
  • Vanguard Strategic Small-Cap Equity Fund (VSTCX) has an annual stock turnover rate of 76.00% vs Small Blend average of 97.63%. It is good that Vanguard Strategic Small-Cap Equity management does not trade extensively for its return.
  • Vanguard Strategic Small-Cap Equity Fund (VSTCX) is less volatile than its peers as it has a 3-year Standard Deviation of 24.92, lower than category average of 25.44
  • Vanguard Strategic Small-Cap Equity Fund (VSTCX) has a lower management fee than its Small Blend average: 0.43% vs 1.53%
  • Vanguard Strategic Small-Cap Equity Fund (VSTCX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Vanguard Strategic Small-Cap Equity Fund (VSTCX) What we are cautious about Vanguard Strategic Small-Cap Equity Fund (VSTCX)

Data for Vanguard Strategic Small-Cap Equity Fund (VSTCX) as of February 28, 2010

  • Vanguard Strategic Small-Cap Equity Fund (VSTCX) has a less-than-ideal short-term performance (1-year return 62.27% vs 67.42 % Small Blend category average)
  • Vanguard Strategic Small-Cap Equity Fund (VSTCX) ratio of up-years vs down years can be improved
  • Vanguard Strategic Small-Cap Equity Fund (VSTCX) has a Morningstar rating of 3 and below
  • Vanguard Strategic Small-Cap Equity Fund (VSTCX) is less safe compared to its Small Blend peers
  • Vanguard Strategic Small-Cap Equity Fund (VSTCX) does not have a good risk adjusted return as its 3-year Alpha of -1.52 is worse than category average of 1.67, and its 3-year Sharpe ratio is -0.32
See Vanguard Strategic Small-Cap Equity Fund (VSTCX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Small Blend category?

Below are some additional Small Blend mutual funds generated out of our database

  

Vanguard Strategic Small-Cap Equity Fund (VSTCX) Net Asset

Track net asset change of Vanguard Strategic Small-Cap Equity fund (VSTCX)

DateNet Asset
02/2010$157.47M
01/2010$150.97M
11/2009$151.56M
More historic net asset information on Vanguard Strategic Small-Cap Equity Fund (VSTCX)

  

Vanguard Strategic Small-Cap Equity Fund (VSTCX) Portfolio Allocation

Track portfolio allocation change of Vanguard Strategic Small-Cap Equity fund (VSTCX)

DateCashStockBondOther
09/20090.65%99.29%0.06%0%
06/20090.79%99.21%0%0%
03/20090.32%98.17%0%1.51%
Click here to see more historic asset allocation information on Vanguard Strategic Small-Cap Equity Fund (VSTCX)

  

Most Recent Top 10 Holdings in Vanguard Strategic Small-Cap Equity Fund (VSTCX)

Discover what Vanguard Strategic Small-Cap Equity Fund (VSTCX) manager is buying

30-Sep-09
Dendreon Corporation [0.76%]
WARNACO GROUP INC [0.75%]
PMC [0.72%]
Skyworks Solutions, Inc. [0.71%]
ATMOS ENERGY CP [0.71%]
3Com Corporation [0.71%]
DEL MONTE FOODS CO [0.7%]
AEROPOSTALE INC [0.7%]
W M S INDS INC [0.69%]
GEN CABLE CP [0.68%]

30-Jun-09
3Com Corporation [0.74%]
PMC [0.7%]
Skyworks Solutions, Inc. [0.7%]
WARNACO GROUP INC [0.68%]
Starent Networks, Corp. [0.66%]
AEROPOSTALE INC [0.63%]
Sohu.com Inc. [0.63%]
Isis Pharmaceuticals, Inc. [0.61%]
W M S INDS INC [0.57%]
ATMOS ENERGY CP [0.56%]

31-Mar-09
Gen-Probe Incorporated [0.79%]
Skyworks Solutions, Inc. [0.68%]
Atmos Energy Corp. [0.62%]
Rent-A-Center Inc. [0.61%]
Warnaco Group Inc [0.6%]
Sybase, Inc. [0.6%]
Vectren Corp [0.59%]
Aeropostale Inc [0.59%]
METAVANTE TECH [0.58%]
Compass Minerals International [0.58%]
Click here for Stock Holding Change Map in Vanguard Strategic Small-Cap Equity Fund (VSTCX)

  

Related books and products to Vanguard Strategic Small-Cap Equity Fund (VSTCX)

  

Latest News on Vanguard Strategic Small-Cap Equity (VSTCX)

See what is happening with Vanguard Strategic Small-Cap Equity Fund (VSTCX)

 

Books and Resources

 

 

See more information on Vanguard Strategic Small-Cap Equity Fund (VSTCX)