Vanguard Strategic Equity Investor Fund (VSEQX) a Zacks Rank #1 (Strong Buy) was incepted in August of 1995 and is managed by the Vanguard Group. The objective of VSEQX is to seek 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 Blend fund, as of the last filing, allocates their fund in four major groups; Large Value, Small Growth, Intermediate Bond and Small Value. Further, as of the last filing, FirstEnergy Corp (NYSE:FE)., Tesoro Corporation (NYSE:TSO) and Cintas Corporation (NASDAQ:CTAS) were the top holdings for VSEQX.
The Vanguard Strategic Equity Investor fund, managed by Vanguard Group , carries an expense ratio of 0.21%. Moreover, VSEQX requires a minimal initial investment of $3,000.
VSEQX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 12.40% and 5 year 11.36%. To see how this fund performed compared in its category, and other #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 57% in 1 year, top 23% over the past 3 years, and in the 10% over the past 5 years.
About Zacks Mutual Fund Rank
By applying the Zacks Rank to mutual funds, investors can find funds that not only outpaced the market in the past but are also expected to outperform going forward. Pick the best mutual funds with the Zacks Rank.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report >>
View All Zacks #1 Ranked Mutual Funds
Get Your Free (VSEQX): Fund Analysis Report
Original post
Zacks Investment Research