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Morningstar

Vanguard Strategic Equity Inv VSEQX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 37.14  /  +0.13 %
  • Total Assets 7.9 Bil
  • Adj. Expense Ratio
    0.170%
  • Expense Ratio 0.170%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 1.40%
  • Turnover 64%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:16 PM GMT+0

Morningstar’s Analysis VSEQX

Will VSEQX outperform in future?

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

  • Process Pillar

    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.

  • People Pillar

    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.

  • Parent Pillar

    The Parent Pillar is our rating of VSEQX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A modern quant engine plies a traditional fundamental approach.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Vanguard Strategic Equity’s new leader has it on a promising path, meriting an upgrade of its People rating to Above Average.

by Todd Trubey
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings VSEQX

More VSEQX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vistra Corp

1.01 84.6 Mil
Utilities

Ferguson PLC

0.92 77.6 Mil
Industrials

Builders FirstSource Inc

0.86 72.6 Mil
Industrials

Hewlett Packard Enterprise Co

0.79 66.3 Mil
Technology

Textron Inc

0.78 65.7 Mil
Industrials

Tenet Healthcare Corp

0.75 63.5 Mil
Healthcare

Owens-Corning Inc

0.75 63.2 Mil
Industrials

EMCOR Group Inc

0.73 61.4 Mil
Industrials

Reliance Inc

0.71 60.2 Mil
Basic Materials

Eagle Materials Inc

0.71 59.4 Mil
Basic Materials