Focus on Vanguard Strategic Equity Investor Fund (VSEQX)

VSEQX

Vanguard Strategic Equity Investor Fund (VSEQX - Free Report) 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, Regions Financial Corp 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.

Want key mutual fund info delivered straight to your inbox?

Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>

Zacks Names "Single Best Pick to Double"

From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.

It’s a little-known chemical company that’s up 65% over last year, yet still dirt cheap. With unrelenting demand, soaring 2022 earnings estimates, and $1.5 billion for repurchasing shares, retail investors could jump in at any time.

This company could rival or surpass other recent Zacks’ Stocks Set to Double like Boston Beer Company which shot up +143.0% in little more than 9 months and NVIDIA which boomed +175.9% in one year.

Free: See Our Top Stock and 4 Runners Up >>