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Look at Vanguard Strategic Small-Cap Equity Investor (VSTCX)

Vanguard Strategic Small-Cap Equity Investor Fund VSTCX invests the lion’s share of its assets in securities of domestic small cap companies that are expected to be undervalued as well as have strong growth prospects. VSTCX seeks to maintain a risk profile similar to the MSCI US Small Cap 1750 Index.

This Small Cap Blend product has a history of positive total returns for over 10 years.  Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 12.2% and 5 year 16.1%. To see how this fund performed compared in its category, and #1 and #2 Ranked Mutual Funds, please click here.  

VSTCX’s performance, as of the last filing, when compared to funds in its category was in the top 46% over the past 1 year, and in the top 20% over the past 3 years and in the top 3% over the past 5 years.     

The Vanguard Strategic Small-Cap Equity Investor fund, as of the last filing, allocates their fund in top two major groups; Small Value and Small Growth. Further, as of the last filing, Charles River Laboratories International Inc, Huntsman Corp and Assured Guaranty Ltd were the top holdings for VSTCX.

This Zacks Rank #3 (Hold) was incepted in April 2006 and is managed by Vanguard Group. VSTCX carries an expense ratio of 0.29% and requires a minimal initial investment of $3,000.

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