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Vanguard Energy Opportunities Fund Investor Shares VGENX Fund Analysis

Morningstar Medalist Rating
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Morningstar’s Analysis VGENX

Will VGENX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VGENX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VGENX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of VGENX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Manager on Vanguard Energy Opportunities Assumes Additional Role; Ratings Unchanged

null William Samuel Rocco

William Samuel Rocco

Analyst Note

Tom Levering, who has served as the manager of Vanguard Energy Opportunities since January 2020, recently assumed an additional manager role. Levering and Tim Casaletto have replaced Peter Fisher at the helm of Vanguard Dividend Growth. Levering remains in charge of this energy/utilities vehicle. He has a superior resume for running such a strategy, and he continues to be supported by a sizable team that is experienced overall and has an attractive mix of traditional energy, alternative energy, utilities, and other relevant expertise. This strategy retains its Above Average People and Process ratings.

by William Samuel Rocco
Published on

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