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Vanguard Strategic Small-Cap Equity Inv (VSTCX)

50.59 -0.98 (-1.90%)
At close: 8:08:35 PM EDT

Fund Summary

The fund invests in the stocks of small-size U.S. companies. Under normal circumstances, it invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in small-cap equity securities.

Vanguard Strategic Small-Cap Equity Inv

Valley Forge PA 19482
P O Box 2600 V26
6106696295

Fund Overview

Category Small Blend
Fund Family Vanguard
Net Assets 3.26B
YTD Return 17.16%
Yield 0.86%
Morningstar Rating
Inception Date Apr 24, 2006

Fund Operations

Last Dividend 0.45
Last Cap Gain 16.00
Holdings Turnover 66.00%
Average for Category --

Fees & Expenses

Expense VSTCX Category Average
Annual Report Expense Ratio (net)
0.21% 1.03%
Prospectus Net Expense Ratio
0.21% --
Prospectus Gross Expense Ratio
0.21% --
Max 12b1 Fee
-- --
Max Front End Sales Load
-- 5.19%
Max Deferred Sales Load
-- 1.22%
3 Yr Expense Projection
0 --
5 Yr Expense Projection
0 --
10 Yr Expense Projection
0 --

Management Information

Scott Rodemer, CFA, Head of Equity Factor Investments within Vanguard’s Quantitative Equity Group and portfolio manager. He joined Vanguard in 2004 and has worked in investment management since 2007. He has co-managed the Fund since March 2023. Education: B.A. from Villanova University and M.S. in finance from the University of Notre Dame.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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