Is Vanguard energy fund good? (2024)

Is Vanguard energy fund good?

Overall Rating. Morningstar

Morningstar, Inc. is an American financial services firm headquartered in Chicago, Illinois, and was founded by Joe Mansueto in 1984. It provides an array of investment research and investment management services. Morningstar, Inc. Company type. Public. › wiki › Morningstar,_Inc
has awarded this fund 4 stars based on its risk-adjusted performance compared to the 69 funds within its Morningstar Category.

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Is Vanguard Energy Fund a buy?

Overall, Vanguard Energy Investor ( VGENX ) has a high Zacks Mutual Fund rank, and in conjunction with its comparatively weak performance, average downside risk, and lower fees, this fund looks like a great potential choice for investors right now.

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What is the outlook for Vanguard Energy Fund?

Based on 46 Wall Street analysts offering 12 month price targets to Vanguard Energy Fund Admiral Shares holdings in the last 3 months. The average price target is $102.03 with a high forecast of $121.90 and a low forecast of $85.79. The average price target represents a 11.96% change from the last price of $91.13.

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Which mutual fund is best for energy sector?

Best mutual funds for Power & Renewable Energy Sector in 2024
Top funds3Y Return
SBI Magnum Midcap Fund - Regular Plan - Growth33.57%Invest
HDFC Top 100 Fund - Growth Option - Regular Plan25.17%Invest
HDFC Balanced Advantage Fund - Growth Plan29.02%Invest
Parag Parikh Flexi Cap Fund Regular-Growth22.46%Invest
1 more row
Feb 29, 2024

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What companies are in Vanguard Energy Fund?

Top 10 Holdings (44.09% of Total Assets)
NameSymbol% Assets
Phillips 66PSX4.43%
Engie SAENGI.PA4.26%
TotalEnergies SETTE.PA4.15%
6 more rows

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What is the best energy investment?

5 Best Energy Stocks to Buy
  • Devon Energy DVN.
  • Hess HES.
  • HF Sinclair DINO.
  • Schlumberger SLB.
  • Chevron CVX.
Mar 13, 2024

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What is Vanguard's best performing ETF?

Compare the best Vanguard ETFs
Vanguard S&P 500 ETF (VOO)0.03%11.99%
Vanguard Total Stock Market ETF (VTI)0.03%11.43%
Vanguard Total Bond Market ETF (BND)0.03%1.77%
Vanguard Total International Stock ETF (VXUS)0.08%4.07%
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Is Vanguard financially stable?

About Vanguard

Vanguard's mission is to "take a stand for all investors, to treat them fairly, and to give them the best chance for investment success."6 It prides itself on its stability, transparency, low costs, and risk management. It is a leader in offering passively managed mutual funds and ETFs.

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What is the dividend for Vanguard Energy Fund?

VGENX pays a dividend of $3.09 per share. VGENX's annual dividend yield is 4.11%. When is Vanguard Specialized Portfolios Energy Fund ex-dividend date? Vanguard Specialized Portfolios Energy Fund's previous ex-dividend date was on Dec 27, 2023.

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Why are Vanguard funds so good?

Leader in low-cost funds: The company has a solid reputation for the well-below-average expense ratios on its index funds and exchange-traded funds. For long-term investors looking to pair a buy-and-hold strategy with the lowest-cost offerings, it's hard to beat the service and selection found with Vanguard.

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Why invest in energy funds?

An energy ETF is an exchange-traded fund that exposes investors to the energy sector. They track a broad sector index, sub-sector, commodity, or asset. Energy ETFs invest in oil, gas, and alternative energy companies. Energy ETFs allow investors to diversify their portfolios and reduce risk.

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Should you invest in the energy sector?

Coming off a year of negative returns in 2023, energy stocks are off to a better start in 2024. Although it modestly lags the broader stock market on a year-to-date basis, the energy sector is producing gains so far this year. Energy prices are a mixed bag, with oil prices up while U.S. natural gas prices are down.

Is Vanguard energy fund good? (2024)
Why should I invest in the energy sector?

“Many equity investors are currently attracted to the industry because they believe that energy has underperformed dramatically in recent years, outside of 2022, and that the potential for supply shocks has been increased by a lack of industry reinvestment and drilling investment, providing the industry with upside ...

Does Vanguard have an energy fund?


The Vanguard Energy Fund falls into Morningstar's equity energy category. Funds in this category invest in the stocks of U.S. and non-U.S. companies conducting business primarily in the energy sector.

What are the top 5 holdings in Vanguard?

Top 50 Vanguard Group Inc Holdings
StockCompany NameTrade Value
MSFTMicrosoft Corp$70.77 (+497.5%)
AMZNAmazon Com Inc$46.43 (+287.1%)
NVDANvidia Corporation$35.13 (+2604.3%)
GOOGLAlphabet Inc$47.62 (+215.1%)
52 more rows

Does Vanguard have an alternative energy fund?

While Vanguard does not have a specific clean energy fund, the company does offer several socially responsible funds that include clean energy companies in their portfolios.

What stock will boom in 2024?

10 Best Growth Stocks to Buy for 2024
StockExpected Change in Stock Price*
Tesla Inc. (TSLA)61%
Mastercard Inc. (MA)14.2%
Salesforce Inc. (CRM)7.2%
Advanced Micro Devices Inc. (AMD)11.3%
6 more rows

What is the most undervalued energy stock?

The AES Corporation (NYSE:AES) is one of the best undervalued energy stocks to buy according to analysts, along with Sunrun Inc. (NASDAQ:RUN), Plug Power Inc. (NASDAQ:PLUG), and Bloom Energy Corporation (NYSE:BE). Massif Capital mentioned The AES Corporation (NYSE:AES) second-quarter 2023 investor letter.

What is the fastest growing energy market?

Solar photovoltaics are the fastest growing electricity source. In 2020, around 139 GW of global capacity was added, bringing the total to about 760 GW and producing almost 3 percent of the world's electricity.

Is Vanguard or Fidelity better for ETFs?

Fidelity: Features. Both Fidelity and Vanguard have a wide variety of low-cost mutual funds and ETFs. If you're simply looking at the options offered by each firm, Fidelity has more options available.

Is it better to buy Vanguard ETFs through Vanguard?

Investors can buy and sell Vanguard mutual funds and ETFs through any number of brokerage firms and financial advisors. If you buy directly through Vanguard, you may benefit from lower fees, better customer service, and additional product research.

What Vanguard funds beat the S&P 500?

Vanguard Growth & Income Fund (VGIAX)

VGIAX's one-two punch of investment goals helped it beat the overall stock market in 2022 and 2023. Over the past 10 years, this fund's average annual return is about even with the S&P 500. Likewise, its trailing 12-month dividend yield approaches the broad market's.

Why not to use Vanguard?

Vanguard's trading platform isn't as robust as other stock trading platforms from trading-first brokers. If you regularly move in and out of stocks or like to make complex options trades, Vanguard is probably not the best choice for you.

What are the cons of Vanguard?

Vanguard offers a user-friendly and well-designed mobile trading platform. However, it lacks price alerts, and you can't trade the full range of Vanguard products (such as options or bonds).

Should I still invest in Vanguard?

Vanguard remains the go-to for reliability, offering ETFs and mutual funds over a variety of sectors, asset classes, strategies and geographies. In 1975, the financial industry witnessed the introduction of the first money market fund, and a year later the first equity index fund became available to retail investors.

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