Vanguard Strategic Equity Fund: (MF: VSEQX)
(NASDAQ Mutual Funds) As of Dec 4, 2025 06:00 PM ET
$41.65 USD
+0.11 (0.26%)
Fund Description
The fund invests in small- and mid-capitalization domestic equity securities, guided by the advisor's assessment of their relative return potential. The selection process focuses on securities that present a favorable balance between strong growth prospects and reasonable valuations compared to industry peers. To achieve this, the advisor employs a quantitative evaluation of all securities within the fund's benchmark, the MSCI US Small + Mid Cap 2200 Index, while aiming to maintain a risk profile that aligns with that of the Index. Under normal circumstances, at least 80% of the fund's assets are allocated to equity securities, ensuring a concentrated equity investment strategy.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Vanguard Strategic Equity Inv | VSEQX | NA | NA | 0.00 | 0.00 | 0.16 | 0.17 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Vanguard Strategic Equity Fund | VSEQX | 41.65 | 8/14/1995 | 1.04 | 13.94 | 16.04 | 16.88 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Vanguard Strategic Equity Inv | VSEQX | 3000 | 1 | 0 | A |
Contact Information
| Family | Vanguard Group |
| Address | 100 Vanguard Blvd. Malvern, PA 19355 |
| Phone | 800 662-7447 |
