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Vanguard Strategic Small-Cap Equity Inv VSTCX

Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 37.49  /  0.98 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    0.260%
  • Expense Ratio 0.260%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 1.17%
  • Turnover 69%

Morningstar’s Analysis VSTCX

Will VSTCX outperform in future?

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

An upgrade in People Pillar rating is the primary driver of Vanguard Strategic Small-Cap Equity Inv's upgrade to a Morningstar Medalist Rating of Gold from Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

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Portfolio Holdings VSTCX

  • Current Portfolio Date
  • Equity Holdings 542
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 7.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
0.80
11,913,229
Consumer Defensive
0.79
11,726,180
Basic Materials
0.75
11,225,799
Consumer Cyclical
0.75
11,125,340
Healthcare
0.72
10,707,822
Industrials
0.71
10,626,610
Financial Services
0.69
10,244,270
Financial Services
0.69
10,232,509
Financial Services
0.68
10,193,050
Industrials
0.66
9,816,973
Industrials