- What does VSEQX invest in?
- The Vanguard Strategic Equity Fund is an actively managed investment vehicle that targets mid- and small-capitalization equities, specifically those identified by the advisor as possessing robust growth potential. Its stock selection process is driven by a sophisticated quantitative methodology, designed to construct a portfolio with a risk profile comparable to its benchmark index, while simultaneously aiming for superior investment outcomes. Due to its concentration on smaller and medium-sized enterprises, the fund's performance may experience greater volatility than broader U.S. equity markets. This fund can serve as a valuable complement within a long-term investment strategy, particularly for portfolios already holding significant exposure to large-cap companies.
- What is the expense ratio of VSEQX?
- Vanguard Strategic Equity Fund (VSEQX) charges an expense ratio of 0.17%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is VSEQX?
- Vanguard Strategic Equity Fund (VSEQX) manages $12.10B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is VSEQX actively managed or an index fund?
- VSEQX is actively managed — the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (VSEQX's is 0.17%) in exchange for the discretion to over- or under-weight positions.
- When was VSEQX launched?
- Vanguard Strategic Equity Fund (VSEQX) launched in August 1995 and is managed by Vanguard.
- How has VSEQX performed?
- VSEQX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
