Back to top

Image: Bigstock

Focus on Vanguard Strategic Equity Investor Fund (VSEQX)

Read MoreHide Full Article

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 >>


See More Zacks Research for These Tickers


Normally $25 each - click below to receive one report FREE:


VANGUARD STRATEGIC EQ FD (VSEQX) - free report >>