Vanguard explorer etf

Vanguard explorer etf DEFAULT

Vanguard Explorer's capable and diverse subadvisor lineup earns it a Morningstar Analyst Rating of Bronze for both share classes.

Vanguard has made reasonable changes to this strategy's subadvisor lineup, but they're enough to create some uncertainty. Between February 2008 and March 2017, Vanguard fired six subadvisors and added three to create the current lineup of five. Meanwhile, the two longer-tenured subadvisors have undergone manager changes since 2012. Vanguard has made some recent changes owing to succession concerns, but the current subadvisor stable is anchored by lead managers far from the typical retirement age. The history of changes, however, makes it hard to be sure who'll be running this fund over a full market cycle.

The five subadvisors implement sound and complementary approaches. For example, while Vanguard's quantitative equity group is more price-conscious, Stephens Investment Management courts more price risk. ClearBridge Investments follows a lower-turnover concentrated strategy, while ArrowMark Partners typically turns its more-than-100-stock sleeve over 3 times as much as ClearBridge does. Wellington Management, whose price-conscious approach emphasizes strong management teams, oversees about 35% of assets, while the other four subadvisors manage between 14% and 17%. This forms a diversified portfolio with marginally cheaper average valuations and lower turnover than small- and mid-growth Morningstar Category peers.

This strategy's sprawling portfolio lowers the chances of dramatic outperformance, but it still has merit. Since settling on the current lineup of subadvisors in 2017, the portfolio has held 500-600 stocks, lower than previous iterations of the strategy which reached as many as 1,325 holdings. Vanguard opted to hire small/mid-focused subadvisors in recent years to accommodate growing asset levels, greatly increasing the portfolio's average market cap. Despite that shifted focus, the current subadvisors have demonstrated strong stock-picking abilities in their respective sibling strategies. Low fees also help make this a worthy option for SMID-growth investors.

Sours: https://www.morningstar.com/funds/xnas/vexpx/quote
CategorySmall-Cap Growth
Portfolio StyleSmall-Cap
Fund FamilyVANGUARD FDS
Fund StatusOpen
Fund InceptionDecember 11, 1967
Manager

Team Managed

The Fund seeks long-term capital growth by investing mainly in stocks of small firms. These tend to be unseasoned firms, but are considered to have superior growth potential. These companies provide little or no dividend income.

Front loadN/A
Deferred loadN/A
Max. redemption feeN/A
Total expense ratio0.41%
12 b-10.01%
Turnover43%
Alpha-0.31
Beta1.24
Standard deviation7.05
R. squared0.87
Standard (taxable)$3,000
IRAN/A
Fund ReturnCategory1Index (S&P 500)% rank in categoryQuintile rank
YTD15.21%11.79%20.40%29%2
1yr35.20%30.76%30.27%28%2
3yr220.68%20.02%19.72%41%3
5yr220.18%19.16%18.14%38%2
10yr216.23%15.26%16.14%33%2
  • 1Small-Cap Growth Funds
  • 23, 5 and 10 Year Returns are Annualized

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Sours: https://www.marketwatch.com/investing/fund/vexpx
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  • Total Return
  • Consistent Return
  • Preservation
  • Tax Efficiency
  • Expense

YTD1YR3YR5YR10YR

Fund15.2135.2020.6820.1816.23
Category11.7930.7620.0219.1615.26
S&P 50020.4030.2719.7218.1416.14
% Rank in Category2928413833
Quintile Rank22322

Fund Details

Fund Details

  • Category
    Small-Cap Growth

  • Portfolio Style
    Small-Cap

  • Expense Ratio
    0.41%

  • Status
    Open

  • Initial Purchase Regular
    $3,000

  • Load Type
    None

  • Front End Load
    N/A

  • Back End Load
    N/A

Investment Policy

The Fund seeks long-term capital growth by investing mainly in stocks of small firms. These tend to be unseasoned firms, but are considered to have superior growth potential. These companies provide little or no dividend income.

Management Details

  • Manager Name/Start Year
    Team Managed(N/A)

  • Inception Date
    12/11/67

  • Phone Number
    800-662-2739

No news for VEXPX in the past two years.
DATEINCOME
DISTRIBUTION
Capital Gains
Distribution
2020 $0.16 $8.39
2019 $0.29 $4.90
2018 $0.29 $8.87
2017 $0.47 $10.89
2016 $0.32 $3.57
2015 $0.27 $8.34
2014 $0.15 $13.96
2013 $0.04 $10.82
2012 $0.27 $2.30
2011 $0.10 -
Sours: https://www.wsj.com/market-data/quotes/mutualfund/VEXPX
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