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Vanguard Energy Inv VGENX

Analyst rating as of
NAV / 1-Day Return
40.66  /  1.07 %
Total Assets
4.7 Bil
Adj. Expense Ratio
0.330%
Expense Ratio
0.330%
Fee Level
Low
Longest Manager Tenure
1.76 years
Category
Equity Energy
Investment Style
Large Value
Min. Initial Investment
3,000
Status
Open
TTM Yield
3.80%
Turnover
55%
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Morningstar’s Analysis

Will VGENX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

This fund has all the makings of a superior energy/utilities hybrid.

Senior Analyst

Summary

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Vanguard Energy's makeover is sensible; its management team is well suited to its expanded purview; and its other strengths remain intact. Therefore, the Morningstar Analyst Ratings for both of its share classes increase to Silver from Bronze.

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