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Vanguard Small Cap Index Review

Douglas — Thu, 06 May 2010 12:27:16 +0000

This Vanguard Small Cap Index Review (NAESX) looks at the forgotten stocks by most investors. This fund attempts to mirror the MSCI US Small cap 1750 Index that measures the investment returns of small capitalization stocks.
This fund currently has an expense ratio of 0.28% which is 0.80% lower than the industry normal for similar types of fund which is advantageous to the investor. To invest in this fund a minimum deposit of $3000 is required.
The fund manager has been Michael Buek since 1991. His investment strategy has acquired stock in 1738 different companies with the largest 10 holding 2.5% of the total assets. The main sectors of the economy this fund is invested in are the Financials at 20.50%, Information Technology at 17.50%, Consumer Discretionary at 15.90% and Industrials at 15.40%. This fund is mainly domestic stocks with only 1.2% of them being of foreign source.
This fund has a one year performance of 53.99% as of April 30, 2010. This fund’s inception date was in October of 1960 and the return since then has been 10.47%. The YTD performance as of May 4, 2010 is 14.49%.
The volatility measures of this fund are a beta at 1.00, the R squared at 100 and the Standard deviation of 26.92. Morningstar rates this fund with three stars as an above average risk and above average return.
This is one of the many Vanguard funds that have been a solid investment over time. The Vanguard Small Cap Index Review (NAESX) would be a good addition to any portfolio that is looking to diversify.
For more reference about investments from Vanguard on this site please view Vanguard 500 Index Investor Fund Review.
For a resource about ETF”s, please view Janus Twenty Fund Review which is one our sister site of topperformingmutualfunds.net.
Even further resources about ETF’s and other investments on another sister site of ours is etfinvestingblog.com please view Direxion Financial Bear 3X ETF.
We strive to bring you the latest and most accurate data possible from the home sites of the investment institutions we name. Always remember the bigger the risk, the larger the reward or loss. Invest with caution.

Vanguard Energy ETF (VDE)

Douglas — Wed, 18 Nov 2009 13:12:50 +0000

The Vanguard Energy ETF has a stock symbol of VDE. This stock is presently at $86.40 a share as of 11/17/09. The 52 week range this stock has traveled is a low of $52.19 and a high of $89.44. The inception date of this fund was 12/22/2004.
This is a narrow focus fund on almost exclusively the oil and natural gas companies with over $1.2 billion in assets. The Morningstar risk measures for this fund are low as far as risk is concerned and average when it comes to returns. 100% of the assets are invested in stocks of companies involved in research, exploration, and production of the raw petroleum product and natural gas.
The top 5 companies that this fund has stock in are 18.53% with ExxonMobil Corporation, 11.82% with Chevron Corporation, 6.45% with Schlumberger Ltd., 5.88% with ConocoPhillips, and 4.87% with Occidental Petroleum Corporation. This is a total of 47.54% of all the stock holding of this fund. 2.7% of the overall stocks are foreign firms. There are a total of 158 different stocks in the holdings of this fund with an annual turnover rate of 25%.
Investors return versus total returns for 1 year are 16.20% vs. 10.69%, 3 year annualized is 0.91% vs. 1.16% and the 5 year annualized is 3.60% vs. 11.18%. The management fees of this fund are presently at 0.20%.
If as an investor you are looking to have a stake in the oil industry, this fund provides exposure and investment in the largest players of the market. When investing, make sure you remember that the energy sectors are very volatile and will fluctuate. Do your own research but the Vanguard Energy ETF is a low risk and average return investment. Look at the Vanguard funds before you invest for good ideas.

Vanguard Energy Fund Review

nittany — Wed, 13 Aug 2008 23:48:17 +0000

Vanguard Energy Fund Review

Are you complaining about the price of gas and home heating oil? Do you hate the big oil companies who are trying to fleece us consumers? Well, maybe not. But, don’t be a hater. Join them by owning a piece of these energy companies. One way to do this is by investing in the Vanguard Energy Fund. This mutual fund is a best Vanguard fund.

The Vanguard Energy Fund invests in companies whose primary business involves the energy sector. At least 80% of this energy fund assets are invested in these energy companies. These energy companies can be oil companies, natural gas companies, companies involved in the production and transmission of energy or energy fuels, companies involved in researching energy technologies and alternative energy technologies, and pollution control and other methods needed to make energy production environmentally safer.

Vanguard Energy Fund Performance

VGENX has performed extremely well over the last 10, 5, 3 and 1 years. In each of these periods this Vanguard energy mutual fund outperformed the S&P Energy Sector Index. Over the last year, VGENX has increased in value over 30%, almost 6% higher than the S&P Energy Index.

VGENX Minimum Investment

One of the biggest hurdles that investors will have with investing in the Vanguard Energy Fund is that it requires a $25,000 minimum investment. If you have $25,000 to invest, then this will not be a problem. However, for many investors, $25,000 invested in one mutual fund is too much.

We hope that you have found this Vanguard Energy Fund review helpful. If you are currently investing in this Vanguard mutual fund or are thinking about it, please share your thoughts and experiences.

Welcome to Best Mutual Funds Now

nittany — Tue, 17 Jun 2008 17:45:48 +0000

Hello and welcome to Best Mutual Funds Now. Here at Best Mutual Funds Now our goal is to scour the Internet to find you the best mutual funds currently being offered. Investing money in mutual funds is a great way to build up your savings and earn a higher return on your investment.

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