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Vanguard Strategic Equity Inv VSEQX

Analyst rating as of
NAV / 1-Day Return
42.79  /  1.90 %
Total Assets
7.9 Bil
Adj. Expense Ratio
0.170%
Expense Ratio
0.170%
Fee Level
Low
Longest Manager Tenure
9.40 years
Category
Mid-Cap Blend
Investment Style
Mid Blend
Min. Initial Investment
3,000
Status
Open
TTM Yield
1.08%
Turnover
61%
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Morningstar’s Analysis

Will VSEQX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Manager Transition Doesn't Impact Ratings for Vanguard Market Neutral, Vanguard Strategic Equity

Senior Analyst

Analyst Note

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On Feb. 26, 2021, Cesar Orosco was added as a portfolio manager on Vanguard Market Neutral and Vanguard Strategic Equity, joining comanagers Binbin Guo and James Stetler. This appointment was part of a transition ahead of the July 2021 retirement of Stetler, who has been a named manager since 2012 for both funds. The managers work with a dedicated team to run these quantitative funds and conduct research for model enhancements, so the process is not dependent on one particular person. This change does not impact our Average People Pillar rating or our Morningstar Analyst Rating of Bronze for Vanguard Strategic Equity and our Neutral Analyst Rating for Vanguard Market Neutral.

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