Mutual Funds - Profile

Vanguard Diversified Equity Fund

US > Multi-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term and dividend income by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

The strategy of the fund is to invest in six underlying Vanguard stock funds, wherein each underlying fund is actively managed and has a distinct investment approach.

The manager has the flexibility to cover the style and capitalization spectrum by investing in growth- More

Price

  • Last Close
  • $47.64
    -4.17
  • 52 Week HL
  • $57.81 - $46.25
  • Net Assets
  • $2790 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Manager

  • Name
  • William Coleman
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports
  • 2020

Performance
-7.6 % YTD

  • 3 Year
  • 28.39%
  • 5 Year
  • 79.52%
  • Best
  • 35.38%
    2013
  • Worst
  • -39.34%
    2008

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
VDEQX -9%24%19%29%-7%19%10%-1%10%31%14%
S&P 500 -10%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -7.7% 5.9% -20.7% 14.7% 0.9% 6.5% -1.3% 3.1% 2% 10.7% -
Q2 - 8.9% 26.2% 3.1% 6.3% 3.8% 1.6% 0.7% 4.4% 4.3% -
Q3 - 4.4% 9.4% -0.7% 6.6% 4.7% 5.4% -8.2% -0.4% 6.4% -
Q4 - -1.2% 11.3% 2.4% -15.7% 5.6% 2.6% 5.8% 4.8% 10.1% -

Returns +
M

J F M A M J J A S O N D
2022 -7.7% - - - - - - - - - - -
2021 -0.2% 4% 2% 5.5% -0.1% 3.3% 1.2% 2.6% 0.6% 1.1% -2.4% -4%

Annual
Return

Index Comparison

Alpha

NAV