Fund Research for Vanguard Strategic Equity (VSEQX)

  • Fund Overview

    Fund Inception Date: Aug 14, 1995
    Category: Mid-Cap Blend
    Overall Risk: Average
    Fund Family: Vanguard
    Return Since Inception: 7.90%
    YTD Return: 25.60%
    Yield (TTM): 1.74%
    Net Assets: 3.32 B
    Morningstar Rating:
    2 of 5

    The investment seeks long-term capital appreciation. The fund normally invests in small- and mid-capitalization domestic stocks based on the advisor's assessment of the relative return potential of the securities. The advisor selects securities that it believes offer a good balance between reasonable valuations and attractive growth prospects relative to their peers, by using proprietary software programs that allow comparisons among thousands of securities at a time.

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    Size
    Average Market Cap $2,440 M
    Market Capitalization Portfolio
    Giant 0.00%
    Large 2.81%
    Medium 62.48%
    Small 28.14%
    Micro 6.58%
    Morningstar Rating as of 10/31/2009
    YTD Returns as of 11/25/2009    		 Style Box Detail calculations do not include the fund's short positions (if any)

  • Fund Performance

    10 year Growth Chart
    Growth of $10,000 from 12/31/1998 to 10/31/2009
    Mouseover the chart to see values for each month.

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    Total Annualized Returns

    YTD 1 year 3 year 5 year 10 year Since Inception
    Fund 25.60% 41.47% -10.50% -1.34% 4.75% 7.90%
    +/- Category -7.62% -5.88% -5.02% -2.69% 0.24% —
    +/- S&P 500 TR 0.46% 8.32% -5.00% -2.09% -0.95% —

    Standardized Annual Returns

    YTD 1 year 3 year 5 year 10 year Since Inception
    Month (as of 10/31/2009) 18.26% 9.85% -11.29% -1.12% 4.75% 7.90%
    Quarter (as of 09/30/2009) 23.89% -9.66% -8.46% 0.31% 5.69% 8.30%
    Fund and Category YTD, 1yr, 3yr and 5yr Returns as of 11/25/2009
    Index YTD,1yr, 3ys and 5yr Returns as of 11/25/2009 10 yr and Since Inception Returns as of 10/31/2009
    Inception Date: 08/14/1995
    Ratings are based on risk-adjusted performance.
    View Total Returns

  • Fund Portfolio Profile

    Sector Breakdown

    Stocks
    Information 17.85%
    Service 47.49%
    Manufacturing 33.91%

    Asset Allocation

    Short Long Net Assets
    Cash — 0.65% 0.65%
    Stocks — 99.24% 99.24%
    Bonds — 0.11% 0.11%
    Other — 0.00% 0.00%
    Foreign Stocks
    (as a % of assets)    		 — 1.33% 1.33%
    Data as of 09/30/2009 Data as of 09/30/2009 View Fund Portfolio

    Top 10 Holdings

    Sector P/E Return as of 10/31/2009 Net Assets
    - WESTERN DIGITAL CORP (WDC) Hardware 16.03 199.91% 1.08%
    + GOODRICH CORP (GR) Industrial Materials 12.27 50.62% 1.06%
    + EMBARQ CORP (EQ) Telecom 8.04 20.79% 1.03%
    - COOPER INDUSTRIES PLC (CBE) Industrial Materials 18.12 39.07% 0.96%
    + AMERISOURCEBERGEN CORP (ABC) Consumer Services 14.78 31.02% 0.95%
    + UNUM GROUP (UNM) Financial Services 9.32 10.24% 0.95%
    + MARVELL TECHNOLOGY GROUP LTD (MRVL) Hardware — 109.00% 0.92%
    + CMT Market Liquidity Rate — — — 0.91%
    + BLOCK H & R INC (HRB) Business Services 13.39 -17.34% 0.90%
    = CELANESE CORP DEL (CE) Industrial Materials 13.21 121.32% 0.88%
    + Increase - Decrease = No change * New since last portfolio
    Top 10 holdings account for the fund's short positions (if any). Net short positions appear shaded.
    P/E as of 11/25/2009
    All other data as of 06/30/2009
    View Fund Portfolio

  • Sales Information

    Sales Charge %

    Initial —
    Deferred —
    Taken from prospectus dated 01/28/2009
    Expense Ratio (based on net assets) 0.25%
    Taken from annual report dated 09/30/2008

  • Fund Management