5 / 5 Stars
4 4 1 5 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
U.S. News evaluated 48 Equity Energy Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 15.04 percent over the past year, 4.85 percent over the past three years, and 18.57 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.9%|
|3 Years (Annualized)||4.9%|
|5 Years (Annualized)||18.6%|
|10 Years (Annualized)||N/A|
The investment seeks to track the performance of a benchmark index. The fund employs an indexing investment approach designed to track the performance of the MSCI US Investable Market Index (IMI)/ Energy 25/50, an index made up of stocks of large, mid-size, and small U.S. companies within the energy sector, as classified under the Global Industry Classification Standard (GICS). It attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index. The fund is non-diversified.
Fees are Below Average compared to funds in the same category.
Vanguard Energy Index Fund has an expense ratio of 0.14 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.