Vanguard Strategic Small-Cap Equity Fund Investor Shares

Frequently Asked Questions About VSTCX

What does VSTCX invest in?

This actively managed fund offers broad exposure to domestic small-capitalization stocks that the advisor believes have above-average return potential. The advisor relies on a computer-driven stock selection process in an attempt to build a portfolio with risk characteristics similar to those of the fund’s comparative index, while seeking to provide better returns. One of the fund’s risks is its focus on small-cap companies, which can be a volatile segment of the market. As a result, the fund’s returns may vary widely from year to year. An investor with a well-balanced, long-term portfolio who seeks exposure to small-cap companies may wish to consider this fund.

What is the expense ratio of VSTCX?

Vanguard Strategic Small-Cap Equity Fund Investor Shares (VSTCX) charges an expense ratio of 0.21%. This is the annual fee deducted from fund assets to cover management and operations.

How big is VSTCX?

Vanguard Strategic Small-Cap Equity Fund Investor Shares (VSTCX) manages $3.30B 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 VSTCX actively managed or an index fund?

VSTCX is actively managed — the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (VSTCX's is 0.21%) in exchange for the discretion to over- or under-weight positions.

When was VSTCX launched?

Vanguard Strategic Small-Cap Equity Fund Investor Shares (VSTCX) launched in April 2006 and is managed by Vanguard.

How has VSTCX performed?

VSTCX'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.