100 VANGUARD BOULEVARD,
MALVERN , PA, 19355
MALVERN , PA, 19355
Summary
The fund seeks capital appreciation in the long term by investing in small- and mid-size companies in the United States.
The investment process starts with a list of companies that demonstrate above-average growth potential.
The research team is using quantitative techniques to identify stocks that exhibit strong growth prospects and reasonable valuations.
The team uses a model-driven stock selection process More
Link
Directors
Dec 13, 2023- Mark Loughridge
- Andre F. Perold
- Emerson U. Fullwood
- Scott C. Malpass
- Mortimer J. Buckley
- Tara Bunch
- Grant Reid
- David Thomas
- Peter F. Volanakis
- Sarah Bloom Raskin
- F. Joseph Loughrey
- Deanna Mulligan
Chief Compliance Officer
- Jacqueline Angell
Fund Manager(s)
- Cesar Orosco
Price
- 52-Week High/Low
- $43.53 - $33.24
- Turnover
- 62.1%
- Expense Ratio
- 0.17%
Company Name |
Holding |
| Chemed Corp | 0.47 % |
| AES Corp/The | 0.43 % |
| eBay Inc | 0.42 % |
| Axcelis Technologies Inc | 0.26 % |
| Option Care Health Inc | 0.25 % |
| Exelixis Inc | 0.19 % |
| Hologic Inc | 0.18 % |
| Plains GP Holdings LP | 0.18 % |
| United Airlines Holdings Inc | 0.14 % |
| Avantor Inc | 0.12 % |
| More | 0.12 % |
Documents
Performance
YTD
-
3 Year
-5.63%
5 Year
9.88%
Best
43.83%
2003
Worst
-41.59%
2008
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | - | 9.6% | 3.3% | -3.3% | 14.2% | -31.9% | 15.8% | 0.5% | 3% | 0.4% |
| Q2 | - | -2.8% | 6.1% | -15.9% | 7.4% | 25% | 0.5% | 6.2% | 1.7% | 0.5% |
| Q3 | - | - | -4.2% | -2.6% | -18.9% | 4.7% | -0.9% | 4.8% | 2.9% | 6.5% |
| Q4 | - | - | 8.2% | -0.4% | 7.6% | 21.7% | 4.9% | -19% | 5% | 9.8% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | - | - | - | - | - | - | - | - | - | - | - | - |
| 2024 | -1% | 5% | 5.5% | -3.4% | - | - | - | - | - | - | - | - |
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 0% | 6% | 12% | -21% | 7% | 8% | 23% | -12% | 14% | 18% |
Alpha
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| VSEQX | - | 6% | 12% | -21% | 7% | 8% | 23% | -12% | 14% | 18% |
| Russell Midcap | - | - | - | -6% | 21% | 15% | 28% | -11% | 17% | 12% |
| Alpha | - | 6% | 12% | -16% | -14% | -7% | -5% | -1% | -3% | 6% |