Vanguard Strategic Equity Fund

Frequently Asked Questions About VSEQX

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.