Vanguard Strategic Equity Fund
FundVSEQXNASDAQAbout
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.
Key Facts
52-Week Range
Performance
Sector Exposure
- Basic Materials4.82%
- Cash & Others0.67%
- Communication Services3.31%
- Consumer Cyclical10.44%
- Consumer Defensive3.38%
- Energy6.02%
- Financial Services14.85%
- Healthcare10.92%
- Industrials16.46%
- Real Estate6.83%
- Technology17.42%
- Utilities4.89%
Top Holdings
| Symbol | Name | Weight | Market Value |
|---|---|---|---|
| STT | State Street Corp | 0.88% | $88.75M |
| EIX | Edison International | 0.84% | $85.28M |
| EME | EMCOR Group Inc | 0.83% | $84.09M |
| CF | CF Industries Holdings Inc | 0.76% | $76.97M |
| CMS | CMS Energy Corp | 0.73% | $73.80M |
| CRUS | Cirrus Logic Inc | 0.69% | $69.60M |
| ROKU | Roku Inc | 0.67% | $67.82M |
| RRC | Range Resources Corp | 0.67% | $67.37M |
| BWXT | BWX Technologies Inc | 0.66% | $66.64M |
| ALSN | Allison Transmission Holdings Inc | 0.64% | $64.71M |
| BPOP | Popular Inc | 0.63% | $64.06M |
| NFG | National Fuel Gas Co | 0.63% | $63.51M |
| ENS | EnerSys | 0.62% | $62.78M |
| BRX | Brixmor Property Group Inc | 0.62% | $62.48M |
| GL | Globe Life Inc | 0.59% | $59.64M |
| TPR | Tapestry Inc | 0.59% | $59.49M |
| OHI | Omega Healthcare Investors Inc | 0.58% | $58.70M |
| EXPE | Expedia Group Inc | 0.58% | $58.65M |
| CW | Curtiss-Wright Corp | 0.58% | $58.30M |
| AIT | Applied Industrial Technologies Inc | 0.58% | $58.28M |
| TER | Teradyne Inc | 0.58% | $58.27M |
| CFG | Citizens Financial Group Inc | 0.57% | $57.91M |
| EBAY | eBay Inc | 0.57% | $57.91M |
| AA | Alcoa Corp | 0.57% | $57.47M |
| FHI | Federated Hermes Inc | 0.56% | $56.76M |