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Vanguard Strategic Equity Inv VSEQX

Analyst rating as of
NAV / 1-Day Return
30.32  /  2.09 %
Total Assets
6.1 Bil
Adj. Expense Ratio
0.170%
Expense Ratio
0.170%
Fee Level
Low
Longest Manager Tenure
8.68 years
Category
US Fund Mid-Cap Blend
Investment Style
Mid Blend
Min. Initial Investment
3,000
Status
Open
TTM Yield
1.40%
Turnover
60%
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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.

More style shifts.

Senior Analyst

Summary

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Vanguard Strategic Equity is managed by an experienced team utilizing a quantitative approach at a low cost to investors. However, after a process change in 2016, the fund has struggled in choppy markets more than it had prior to the change, resulting in a downgrade of its Morningstar Analyst Rating to Bronze from Silver for its sole Investor share class.

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