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Morningstar

Vanguard Strategic Small-Cap Equity Inv VSTCX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 39.50  /  +0.87 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    0.260%
  • Expense Ratio 0.260%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 1.14%
  • Turnover 69%

USD | NAV as of May 09, 2024 | 1-Day Return as of May 09, 2024, 10:15 PM GMT+0

Morningstar’s Analysis VSTCX

Will VSTCX 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 VSTCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VSTCX 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 VSTCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Vanguard Strategic Small-Cap Equity Inv's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings VSTCX

More VSTCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Tenet Healthcare Corp

0.91 14.7 Mil
Healthcare

Eagle Materials Inc

0.86 13.9 Mil
Basic Materials

Toll Brothers Inc

0.80 13.0 Mil
Consumer Cyclical

Allison Transmission Holdings Inc

0.80 12.9 Mil
Consumer Cyclical

Mktliq 12/31/2049

0.79 12.8 Mil
Cash and Equivalents

MGIC Investment Corp

0.76 12.3 Mil
Financial Services

Essent Group Ltd

0.71 11.6 Mil
Financial Services

EMCOR Group Inc

0.71 11.5 Mil
Industrials

Affiliated Managers Group Inc

0.70 11.3 Mil
Financial Services

GMS Inc

0.69 11.2 Mil
Industrials