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Morningstar

Vanguard Strategic Equity Inv VSEQX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Vanguard Investment Hub

Morningstar’s Analysis VSEQX

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

People Pillar

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

The strategy’s new manager is settling in nicely but remains untested.

Senior Analyst Megan Pacholok

Megan Pacholok

Senior Analyst

Summary

Vanguard Strategic Equity’s new leader is making thoughtful changes that are still working their way through the portfolio. In the meantime, low costs and Vanguard’s strong stewardship support a Morningstar Analyst Rating of Bronze for the strategy’s sole share class.

by Megan Pacholok
Rated on Published on

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