Is Vanguard energy fund good?
Overall Rating.
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.
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.
| Top funds | 3Y Return | |
|---|---|---|
| SBI Magnum Midcap Fund - Regular Plan - Growth | 33.57% | Invest |
| HDFC Top 100 Fund - Growth Option - Regular Plan | 25.17% | Invest |
| HDFC Balanced Advantage Fund - Growth Plan | 29.02% | Invest |
| Parag Parikh Flexi Cap Fund Regular-Growth | 22.46% | Invest |
| Name | Symbol | % Assets |
|---|---|---|
| Phillips 66 | PSX | 4.43% |
| Engie SA | ENGI.PA | 4.26% |
| TotalEnergies SE | TTE.PA | 4.15% |
| BP PLC | BP.L | 4.08% |
- Devon Energy DVN.
- Hess HES.
- HF Sinclair DINO.
- Schlumberger SLB.
- Chevron CVX.
| FUND (TICKER) | EXPENSE RATIO | 10-YEAR RETURN AS OF MARCH 1 |
|---|---|---|
| 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% |
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.
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.
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.
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.
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.
“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 ...
About VGENX
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.
| Stock | Company Name | Trade Value |
|---|---|---|
| MSFT | Microsoft Corp | $70.77 (+497.5%) |
| AMZN | Amazon Com Inc | $46.43 (+287.1%) |
| NVDA | Nvidia Corporation | $35.13 (+2604.3%) |
| GOOGL | Alphabet Inc | $47.62 (+215.1%) |
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.
| Stock | Expected 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% |
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.
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.
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.
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.
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.
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).
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.
