Vanguard Energy Adm
Valley Forge PA 19482
Po Box 2600 V26
Vanguard Specialized Funds
6106696295
管理資訊
,自 2020年1月15日 起的牽頭經辦人
G. Thomas Levering
Senior Managing Director, Partner, and Global Industry Analyst
As an analyst in Wellington Management’s Global Industry Research Group, Tom concentrates on global utilities and related energy infrastructure. He conducts fundamental analysis on the companies within this industry group and makes buy/sell recommendations to portfolio managers based on his findings and market conditions. He has studied the investment potential of companies in global utilities and energy infrastructure for over 20 years. Tom also manages portfolios for institutional clients, including Enduring Assets, an investment approach focused on companies that possess a competitive advantage through long-lived physical assets.
Prior to joining the firm in 2000, Tom was an associate with McKinsey & Co. (1998 – 2000). He also worked with The Northbridge Group as an associate and research analyst (1993 – 1996). In both instances, Tom served exclusively as a specialist consultant to power and gas sector clients.
Tom received his MBA from the University of Pennsylvania (Wharton, 1997) and his AB in economics, cum laude, from Harvard University (1993).
晨星風格箱
Yahoo 與領先的市場研究和投資數據集團晨星合作，幫助投資者評分和比較 Yahoo 財經上的基金。晨星類別是根據基金的相關證券而識別基金的投資焦點，並會顥示在晨星風格箱旁邊。
晨星類別
雖然基金招股書所述的投資目標可能會或不會反映實際的基金投資狀況，但晨星類別會根據每個投資組合中的相關證券作分配。晨星類別幫助投資者和投資專業人士作出有意義的基金比較。這些類別讓投資者更容易建立多樣化的投資組合、評估潛在風險，並找出表現最好的基金。我們根據過去三年的投資組合統計數據和成分將基金歸類。如果沒有過往投資組合的新成立的基金，我們在分配一個永久類別前，會先預測該基金的類別。必要時，我們可能會根據投資組合最新的變化來更改類別分配。
基金總覽
類別Equity Energy
基金家族Vanguard
淨資產5.74B
本年度至今日回報6.43%
收益率3.86%
晨星評級★★★★
成立日期2001年11月11日
基金運作
上次股息0.12
上次資本增益16.00
持股週轉率29.00%
組別平均無
費用與支出
支出VGELX類別平均
年報支出比率 (淨值)0.38%1.07%
招股書淨支出比率0.38%無
招股書總支出比率0.38%無
最高 12b1 費用無無
最高首次認購費無4.50%
最高遞延銷售費用無1.50%
3 年支出預測0無
5 年支出預測0無
10 年支出預測0無
