Vanguard Strategic Equity’s new leader has it on a promising path, meriting an upgrade of its People rating to Above Average.
Vanguard Strategic Equity Inv VSEQX
- NAV / 1-Day Return 35.26 / +1.09 %
- Total Assets 8.4 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.170%
- Distribution Fee Level Low
- Share Class Type No Load
- Category Mid-Cap Blend
- Investment Style Small Blend
- Min. Initial Investment 3,000
- Status Open
- TTM Yield 1.32%
- Turnover 64%
USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:18 PM GMT+0
Morningstar’s Analysis VSEQX
Will VSEQX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 7.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Builders FirstSource Inc | 0.86 | 67.1 Mil | Industrials |
Fifth Third Bancorp | 0.81 | 62.8 Mil | Financial Services |
DocuSign Inc | 0.77 | 60.3 Mil | Technology |
Owens-Corning Inc | 0.73 | 56.9 Mil | Industrials |
Vistra Corp | 0.72 | 56.3 Mil | Utilities |
Textron Inc | 0.71 | 55.1 Mil | Industrials |
Host Hotels & Resorts Inc | 0.67 | 51.8 Mil | Real Estate |
Genuine Parts Co | 0.66 | 51.6 Mil | Consumer Cyclical |
Tenet Healthcare Corp | 0.65 | 51.0 Mil | Healthcare |
Equitable Holdings Inc | 0.65 | 50.8 Mil | Financial Services |