Vanguard Energy
Po Box 2600 V26 Valley Forge PA 19482
Map
Phone: 800-662-6273
| Category: | Equity Energy | | Fund Family: | Vanguard | | Net Assets: | 6.64B | | Year-to-Date Return: | 35.68% | | Yield: | 2.11% | | Morningstar Rating: |  | | Fund Inception Date: | 23-May-84 |
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Karl E. Bandtel
Lead Manager since
31-Dec-05 | | | Bandtel is senior vice president 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. |
| Min Initial Investment: | $25,000 | | Min Initial Investment, IRA: | $25,000 | | Min Initial Investment, AIP: | $25,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term growth of capital. The fund invests at least 80% of assets in the common stocks 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. |
| Last Dividend
(20-Mar-09):
| 0.03 | | Last Cap Gain
(16-Dec-08):
| 0.65 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 104.17% |
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| Expense | VGENX | Category
Avg | | Total Expense Ratio: | %
| 1.72% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.11% | | Max Deferred Sales Load: | %
| 2.75% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $680 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,033 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,038 |
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