Vanguard Strategic Equity’s new leader has it on a promising path, meriting an upgrade of its People rating to Above Average.
Vanguard Strategic Equity Inv VSEQX
- NAV / 1-Day Return 39.88 / +1.24 %
- Total Assets 9.1 Bil
-
Adj. Expense Ratio
- 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 1.24%
- Turnover 64%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 7.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Hewlett Packard Enterprise Co | 0.89 | 73.6 Mil | Technology |
Robinhood Markets Inc Class A | 0.76 | 63.1 Mil | Financial Services |
EMCOR Group Inc | 0.75 | 62.4 Mil | Industrials |
Owens-Corning Inc | 0.74 | 61.3 Mil | Industrials |
Expedia Group Inc | 0.72 | 59.9 Mil | Consumer Cyclical |
Textron Inc | 0.71 | 58.8 Mil | Industrials |
Tenet Healthcare Corp | 0.70 | 57.8 Mil | Healthcare |
NetApp Inc | 0.69 | 57.4 Mil | Technology |
Delta Air Lines Inc | 0.68 | 56.3 Mil | Industrials |
Huntington Bancshares Inc | 0.66 | 54.9 Mil | Financial Services |