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Collecting data for VSEQX

Vanguard quote and profile

 
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25.98
  
FUND
0.33  Macroaxis: 1.29 Up   1.29%  
May 20 2013 

Diversification Suggestion

Use Vanguard to enhance returns of your portfolios. The fund experiences large bullish trend
Analyze Vanguard Strategic E Trend or Check current 30 days Vanguard correlation with market (S&P 500)
1 Month Beta 1.38  
Highest Price:  
Lowest Price:  
25.98  
23.87  
May 17 2013 
April 22 2013 
As market goes up, the company is expected to significantly outperform it. However, if the market returns are negative, Vanguard will likely underperform.
Vanguard Strategic Equity Inv Large BetaVanguard Strategic E Beta Legend
VSEQX United States NASDAQ
Vanguard Strategic Equity Inv
Vanguard
Mid-Cap Blend
Contact Number: 800. 662. 7447
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees1
Net Asset3.59 B
 thisGreen VSEQX VSEQX agains markets  1.29 % Macroaxis: change 1.29 Moved Up  
 
 United States Russel   1.11 % Macroaxis: change 1.11 Moved Up  
 
 United States SP 500   1.03 % Macroaxis: change 1.03 Moved Up  
 
 United States Nasdaq   0.97 % Macroaxis: 0.97 Moved Up  
 
 United States NYSE   0.92 % Macroaxis: 0.92 Moved Up  
 
Compare to Competition Get Alpha   Get Advice
    
James Troyer  Money Manager
Fund Manager since January 26, 2006
Troyer serves as principal of Vanguard Group, Inc. He has worked in investment management since 1979 and has managed funds for Vanguard since 1995....
    

Vanguard Price and Market Media

The median price of Vanguard for the period between Sat, Apr 20, 2013 and Mon, May 20, 2013 is 25.06 with a coefficient of variation of 2.49. The daily time series for the period is distributed with a sample standard deviation of 0.62, arithmetic mean of 24.94, and mean deviation of 0.54. The Fund did not receive any noticable media coverage during the period.
Vanguard         Market
Price Growth (%)
 

Vanguard Summary

Vanguard Strategic Equity Inv [VSEQX] is traded in USA and was established in August 13, 1995. The fund is listed under Mid-Cap Blend category and is part of Vanguard family. This fund at this time has accumulated 3.59 B in net assets with minimum initial investment of 3 K. Vanguard Strategic Equity Inv is currently producing year-to-date (YTD) return of 8.53% with the current yeild of 1.5%, while the total return for the last 3 years was 17.48%.

Fund Instrument Allocation for Vanguard

The fund invests 99.21% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash(0.79%).
Past Market
Over 30
Days
28
Out Of
100
 
Chance of
Less
Than
%
 
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Vanguard Research Report

Vanguard vs. Fidelity

Correlation analysis and fundamentals comparison between Vanguard Strategic E and Fidelity LowPriced S

Vanguard Asset Under Management

Vanguard Strategic Equity Inv is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Mid-Cap Blend category is currently estimated at about 333.86 Billion. Vanguard claims roughly 3.59 Billion in net asset contributing just under 2% to funds under Mid-Cap Blend category.

Vanguard Fundamentals

Minimum Initial Investment vs Year to Date Return
Cash Position Weight vs Equity Positions Weight
Minimum Initial Investment vs Price to Sales
Annual Yield vs Equity Positions Weight

Vanguard vs Competition

Vanguard vs. Fidelity LowPriced Stock K
Vanguard vs. Fidelity LowPriced Stock
Vanguard vs. Vanguard Mid Cap Index I
Vanguard vs. Vanguard Mid Cap Index Adm
Vanguard vs. Vanguard Mid Cap Index Signal
Vanguard vs. Vanguard Mid Cap Index InstlPlus
Vanguard vs. Vanguard Mid Cap Index Inv
Vanguard vs. Vanguard Extended Market Idx Signal
Vanguard vs. Vanguard Extended Market Idx Adm
Vanguard vs. Vanguard Extended Market Idx Inv

Vanguard May 20 2013 Opportunity Range

Downside Deviation0.9298
Information Ratio0.1246
Maximum Drawdown2.93
Value At Risk(0.74)
Potential Upside1.38

 
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