Mutual Funds - Profile

Vanguard Strategic Equity Fund

US > Mid-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in small- and mid-size companies in the United States.

The investment process starts with a list of companies that demonstrate above-average growth potential.

The research team is using quantitative techniques to identify stocks that exhibit strong growth prospects and reasonable valuations.

The team uses a model-driven stock selection process to build a portfolio of stocks that are expected to offer better returns to the benchmark index. 

Price

  • Last Close
  • $37.43
    +0.52
  • 52 Week HL
  • $45.48 - $30.57
  • Net Assets
  • $7860 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Nov 30, -0001

Top 10 Holdings
Mar 10, 2021

Company Holding
SunPower Corporation
Cadence Design
Generac Holdlings
Fortinet Inc
Best Buy
Company Holding
The AES
Charles River
Tenet Healthcare
Masco Corporation
WW Grainger
Total 0%

Manager

  • Name
  • James P. Stetler
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports
  • 2020

Performance
-8.2 % YTD

  • 3 Year
  • 6.46%
  • 5 Year
  • 15.53%
  • Best
  • 43.83%
    2003
  • Worst
  • -41.59%
    2008

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
VSEQX -11%21%15%28%-11%17%12%-4%11%33%15%
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 -8.2% 14.2% -31.9% 15.8% 0.5% 3% 0.4% 5.2% 4.6% 13.8% -
Q2 - 7.4% 25% 0.5% 6.2% 1.7% 0.5% -1.1% 4.5% 4% -
Q3 - 4% 6.5% -0.9% 4.8% 2.9% 6.5% -7.9% -2.4% 7.6% -
Q4 - -13.4% 19.5% 4.9% -19% 5% 9.8% 3% 6.7% 11.1% -

Returns +
M

J F M A M J J A S O N D
2022 -8.2% - - - - - - - - - - -
2021 3.2% 6.4% 4.1% 5.1% 1.7% 0.5% - 3% 0.9% 0.2% -0.7% -15.6%

Annual
Return

Index Comparison

Alpha

NAV