Is Vanguard Strategic Equity Fund (VSEQX) a Strong Mutual Fund Pick Right Now?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 06 2024
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Source: NASDAQ.COM
Vanguard Strategic Equity Fund Overview: The Vanguard Strategic Equity Fund (VSEQX) is a Mid Cap Blend fund with a Zacks Mutual Fund Rank of 1 (Strong Buy), known for its strong performance, lower fees (0.17% expense ratio), and a focus on U.S. equities with an average market capitalization of $12.58 billion.
Performance Metrics: VSEQX has delivered a 5-year annualized return of 12.83%, but it exhibits higher volatility compared to peers, with a 5-year beta of 1.14 and a negative alpha of -2.76, indicating challenges in outperforming the S&P 500 benchmark.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
