VGELX – Fund Analysis – Vanguard Energy Adm | Morningstar

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Will VGELX outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VGELX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the VGELX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of VGELX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An excellent energy/utilities hybrid.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

Vanguard Energy remains a a terrific source of energy and utilities exposure in one package.

by William Samuel Rocco

Rated on Jan 23, 2024 Published on Jan 23, 2024

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