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Fund of the Week: Vanguard Energy (VGENX)

Shauna O'Brien

|

Business news and graphs
The price of oil has finally seen a bit of an upside as summer approaches. While it hovered under the $50 mark for a month, it is now heading to over $60. As investors, it is only natural to look at this as an investment opportunity. This week, we have chosen the Vanguard Energy fund (VGENX) as our fund of the week.

Inside the Fund

The fund was launched in 1984 and is currently managed by Karl E. Bandtel, with approximately $11.6 billion in assets under management (AUM).

The fund is composed almost entirely of energy stocks based in the U.S. and Europe.

Historical Performance

2010 2011 2012 2013 2014
13.43% -1.74% 2.67% 18.14% -14.26%
Largest Holdings
Symbol Stock Portfolio Weight YTD Performance
XOM Exxon 9.57% -4%
CVX Chevron 5.53% -3%
RDS-A Royal Dutch Shell 4.94% -5%
PXD Pioneer Natural Resources 4.22% +9%
SLB Schlumberger NV 3.43% +9%

The Bottom Line

Investors seeking exposure to the big names in the oil and gas industry may consider this fund for diversification.

If you’ve enjoyed this article, sign up for the free MutualFunds.com newsletter and we’ll send you similar content each week.

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Business news and graphs

Fund of the Week: Vanguard Energy (VGENX)

Shauna O'Brien

|

The price of oil has finally seen a bit of an upside as summer approaches. While it hovered under the $50 mark for a month, it is now heading to over $60. As investors, it is only natural to look at this as an investment opportunity. This week, we have chosen the Vanguard Energy fund (VGENX) as our fund of the week.

Inside the Fund

The fund was launched in 1984 and is currently managed by Karl E. Bandtel, with approximately $11.6 billion in assets under management (AUM).

The fund is composed almost entirely of energy stocks based in the U.S. and Europe.

Historical Performance

2010 2011 2012 2013 2014
13.43% -1.74% 2.67% 18.14% -14.26%
Largest Holdings
Symbol Stock Portfolio Weight YTD Performance
XOM Exxon 9.57% -4%
CVX Chevron 5.53% -3%
RDS-A Royal Dutch Shell 4.94% -5%
PXD Pioneer Natural Resources 4.22% +9%
SLB Schlumberger NV 3.43% +9%

The Bottom Line

Investors seeking exposure to the big names in the oil and gas industry may consider this fund for diversification.

If you’ve enjoyed this article, sign up for the free MutualFunds.com newsletter and we’ll send you similar content each week.

Sign up for Advisor Access

Receive email updates about best performers, news, CE accredited webcasts and more.

Popular Articles

Read Next

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