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Vanguard Energy Inv (VGENX)

75.28 Down 0.72(0.95%) Jul 25

Profile as of Jun 29, 2014Get Profile for:
Vanguard Energy Inv
Po Box 2600V26Valley Forge PA 19482
Phone: 800-662-7447
Fund Overview 
Category:Equity Energy
Fund Family:Vanguard
Net Assets:14.07B
Year-to-Date Return:14.15%
Morningstar Rating:4 stars
Fund Inception Date:May 23, 1984
Morningstar Style Box 
Equity Energy
[View Category Definition]
View Top Equity Energy Funds
About the Morningstar Style Box
Management Information 
Karl E. Bandtel
Lead Manager since Dec 31, 2002
Bandtel is senior vice president and Equity Portfolio Manager with Wellington Management Company, LLP. He has worked in investment management with Wellington Management since 1990, had been assistant fund manager since 1992 and has been fund manager since 2002. Education: B.S. and M.S., University of Wisconsin.
Investment Information 
Min Initial Investment:3,000
Min Initial Investment, IRA:N/A
Min Initial Investment, AIP:0
Min Subsequent Investment:100
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:100
VGENX can be purchased from 95 brokerages.

Fund Summary 
The investment seeks to provide long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in the common stocks of companies principally engaged in activities in the energy industry, such as the exploration, production, and transmission of energy or energy fuels; the making and servicing of component products for such activities; energy research; and energy conservation. It may invest up to 100% of its assets in foreign stocks. The fund uses multiple investment advisors.

Fund Operations 
Last Dividend : 0.00
Last Cap Gain (Mar 20, 2014) : 0.00
Annual Holdings Turnover (Jul 23, 2014) : 17.00%
Average for Category:63.20%
Fees & Expenses 
ExpenseVGENXCategory Avg
Annual Report Expense Ratio (net):0.38%1.46%
Prospectus Net Expense Ratio:0.38%N/A
Prospectus Gross Expense Ratio:0.38%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A5.24%
Max Deferred Sales Load: N/A2.27%
3 Yr Expense Projection*:122717
5 Yr Expense Projection*:2131,114
10 Yr Expense Projection*:4802,212
* Per $10,000 invested