Vanguard Strategic Equity Investor Fund VSEQX seeks the maximum long-term capital growth by investing primarily in the stocks of small and midsize companies. VSEQX's adviser uses computer-driven valuation models to assess valuation criteria such as earnings and cash flow.
This Mid Cap Blend product has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 10.5% and 5 year 17.1%. To see how this fund performed compared in its category, and #1 and #2 Ranked Mutual Funds, please click here.
VSEQX’s performance, as of the last filing, when compared to funds in its category was in the top 55% over the past 1 year, and in the top 40% over the past 3 years and in the top 20% over the past 5 years.
The Vanguard Strategic Equity Investor fund, as of the last filing, allocates their fund in top two major groups; Large Value and Small Value. Further, as of the last filing, Fifth Third Bancorp (NASDAQ:FITB), Regions Financial Corp (NYSE:RF) and Citizens Financial Group were the top holdings for VSEQX.
This Zacks Rank #1 (Strong Buy) was incepted in August 1995 and is managed by Vanguard Group. VSEQX carries an expense ratio of 0.18% and requires a minimal initial investment of $3,000.
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Zacks Investment Research