VGENX Rating, Research - Vanguard Energy Inv

Vanguard Energy Inv (vgenx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 61

Threats + Weaknesses = 35

When strengths & opportunities substantially exceed threats & weaknesses an investment in the vgenx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Vanguard Energy Inv (VGENX) Description: VGENX is a mutual fund, which is an investment that owns a basket of assets. The VGENX mutual fund was provided by Vanguard and this investment vehicle derives the majority of its value from equity holdings (stocks). Vanguards mutual fund has a medium management tenure and is in the large fund size classification. VGENXs minimum initial investment amount is $25000 while the IRA minimum is $25000. VGENXs expense ratio is roughly 0%. The latest VGENXs front end load was 0% and the back end load was 0%. The Vanguard Energy Inv (VGENX) mutual fund falls under the equity energy category. VGENX focuses its investments in USA and VGENX is focused on the energy industry or fund sector. The Vanguard Energy Inv (VGENX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find VGENXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of VGENXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund invests at least 80% of assets in the common stocks (see stock research) of companies principally engaged in energy-related activities, such as production and transmission of energy or energy fuels; the making of component products for such activities; energy research; and energy conservation or pollution control. It may invest up to 100% of assets in foreign stocks (see stock research).

Management Analysis Update

Vanguard Energy Inv's executives / managers make better investing decisions, because their assets are invested along side their client's. Vanguard Energy Inv's management team has a long history of working together. This helps ensure consistent future returns. The vgenx fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors. Vanguard Energy Inv has a consistent strategy that will help it to outperform in the future.

Performance Analysis Update