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.
Will VSEQX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of VSEQX’s parent organization’s priorities and whether they’re in line with investors’ interests.