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Vanguard Strategic Equity Inv VSEQX

Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 34.91  /  −0.63 %
  • Total Assets 8.4 Bil
  • Adj. Expense Ratio
    0.170%
  • 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 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:22 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.

A modern quant engine plies a traditional fundamental approach.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Vanguard Strategic Equity’s new leader has it on a promising path, meriting an upgrade of its People rating to Above Average.

Rated on Published on

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Portfolio Holdings VSEQX

  • 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