Vanguard Strategic Equity Fund Quote

VSEQX Fund  USD 37.49  0.59  1.60%   

Performance

12 of 100

 
Low
 
High
Good

Odds Of Distress

Less than 36

 
100  
 
Zero
Below Average
Vanguard Strategic is trading at 37.49 as of the 28th of March 2024; that is 1.60% increase since the beginning of the trading day. The fund's open price was 36.9. Vanguard Strategic has about a 36 percent probability of financial distress in the next few years of operation but had a somewhat good performance during the last 90 days. Equity ratings for Vanguard Strategic Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 28th of March 2024. Click here to learn more.
The fund invests in small- and mid-capitalization domestic equity securities based on the advisors assessment of the relative return potential of the securities. The advisor selects securities that the advisor believes offer an appropriate balance between strong growth prospects and reasonable valuations relative to their industry peers. More on Vanguard Strategic Equity

Moving together with Vanguard Mutual Fund

  0.75USG USCF Gold Strategy Symbol ChangePairCorr
  0.92VMIAX Vanguard Materials IndexPairCorr
  0.66VMLUX Vanguard Limited-termPairCorr
  0.65VMLTX Vanguard Limited-termPairCorr
  0.85VMNVX Vanguard Global MinimumPairCorr
  0.97VVIAX Vanguard Value IndexPairCorr
  0.87VMMSX Vanguard Emerging MarketsPairCorr

Vanguard Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Vanguard Strategic's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Vanguard Strategic or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationVanguard Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Vanguard, Large, Mid-Cap Blend (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date31st of January 2023
Fiscal Year EndSeptember
Vanguard Strategic Equity [VSEQX] is traded in USA and was established 28th of March 2024. Vanguard Strategic is listed under Vanguard category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Vanguard family. This fund at this time has accumulated 7.39 B in net assets with minimum initial investment of 3 K. Vanguard Strategic Equity is currently producing year-to-date (YTD) return of 7.39% with the current yeild of 0.01%, while the total return for the last 3 years was 8.85%.
Check Vanguard Strategic Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Vanguard Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Vanguard Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Vanguard Strategic Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Vanguard Strategic Equity Mutual Fund Constituents

BBYBest Buy CoStockConsumer Discretionary
FIVNFive9 IncStockInformation Technology
CRLCharles River LaboratoriesStockHealth Care
URIUnited RentalsStockIndustrials
GNRCGenerac HoldingsStockIndustrials
MSCIMSCI IncStockFinancials
SQBlock IncStockInformation Technology
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Vanguard Strategic Target Price Odds Analysis

Based on a normal probability distribution, the odds of Vanguard Strategic jumping above the current price in 90 days from now is about 1.19%. The Vanguard Strategic Equity probability density function shows the probability of Vanguard Strategic mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.4436. This entails as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Vanguard Strategic will likely underperform. Additionally, vanguard Strategic Equity has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming NYSE Composite.
  Odds Below 37.49HorizonTargetOdds Above 37.49
98.78%90 days
 37.49 
1.19%
Based on a normal probability distribution, the odds of Vanguard Strategic to move above the current price in 90 days from now is about 1.19 (This Vanguard Strategic Equity probability density function shows the probability of Vanguard Mutual Fund to fall within a particular range of prices over 90 days) .

Vanguard Strategic Equity Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Vanguard Strategic market risk premium is the additional return an investor will receive from holding Vanguard Strategic long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Vanguard Strategic. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Vanguard Strategic's alpha and beta are two of the key measurements used to evaluate Vanguard Strategic's performance over the market, the standard measures of volatility play an important role as well.

Vanguard Strategic Against Markets

Picking the right benchmark for Vanguard Strategic mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Vanguard Strategic mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Vanguard Strategic is critical whether you are bullish or bearish towards Vanguard Strategic Equity at a given time. Please also check how Vanguard Strategic's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Vanguard Strategic without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Vanguard Mutual Fund?

Before investing in Vanguard Strategic, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Vanguard Strategic. To buy Vanguard Strategic fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Vanguard Strategic. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Vanguard Strategic fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Vanguard Strategic Equity fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Vanguard Strategic Equity fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Vanguard Strategic Equity, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Vanguard Strategic Equity?

The danger of trading Vanguard Strategic Equity is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Vanguard Strategic is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Vanguard Strategic. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Vanguard Strategic Equity is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Vanguard Strategic Equity. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in producer price index.
You can also try the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.

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When running Vanguard Strategic's price analysis, check to measure Vanguard Strategic's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Vanguard Strategic is operating at the current time. Most of Vanguard Strategic's value examination focuses on studying past and present price action to predict the probability of Vanguard Strategic's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Vanguard Strategic's price. Additionally, you may evaluate how the addition of Vanguard Strategic to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Vanguard Strategic's value and its price as these two are different measures arrived at by different means. Investors typically determine if Vanguard Strategic is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vanguard Strategic's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.