Vanguard Strategic Equity Fund Quote
| VSEQX Fund | USD 42.33 0.60 1.44% |
Performance10 of 100
| Odds Of DistressLess than 18
|
Vanguard Strategic is trading at 42.33 as of the 22nd of November 2024; that is 1.44 percent up since the beginning of the trading day. The fund's open price was 41.73. Vanguard Strategic has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Vanguard Strategic Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of May 2024 and ending today, the 22nd of November 2024. Click here to learn more.
The fund invests in small- and mid-capitalization domestic equity securities based on the advisors assessment of the relative return potential of the securities. The advisor selects securities that the advisor believes offer an appropriate balance between strong growth prospects and reasonable valuations relative to their industry peers. More on Vanguard Strategic Equity
Moving together with Vanguard Mutual Fund
Moving against Vanguard Mutual Fund
Vanguard Mutual Fund Highlights
| Fund Concentration | Vanguard Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Vanguard, Large, Mid-Cap Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | September |
Vanguard Strategic Equity [VSEQX] is traded in USA and was established 22nd of November 2024. Vanguard Strategic is listed under Vanguard category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Vanguard family. This fund at this time has accumulated 7.39 B in net assets with minimum initial investment of 3 K. Vanguard Strategic Equity is currently producing year-to-date (YTD) return of 20.81% with the current yeild of 0.01%, while the total return for the last 3 years was 8.17%.
Check Vanguard Strategic Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Vanguard Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Vanguard Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Vanguard Strategic Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Vanguard Strategic Equity Mutual Fund Constituents
| SPR | Spirit Aerosystems Holdings | Stock | Industrials | |
| LNC | Lincoln National | Stock | Financials | |
| NRG | NRG Energy | Stock | Utilities | |
| SQ | Block Inc | Stock | Industrials | |
| VEEV | Veeva Systems Class | Stock | Health Care | |
| GWW | WW Grainger | Stock | Industrials | |
| MAS | Masco | Stock | Industrials | |
| EXR | Extra Space Storage | Stock | Real Estate |
Vanguard Strategic Equity Risk Profiles
| Mean Deviation | 0.7279 | |||
| Semi Deviation | 0.6869 | |||
| Standard Deviation | 1.01 | |||
| Variance | 1.03 |
Vanguard Strategic Against Markets
Other Information on Investing in Vanguard Mutual Fund
Vanguard Strategic financial ratios help investors to determine whether Vanguard Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Vanguard with respect to the benefits of owning Vanguard Strategic security.
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