VGENX Mutual Fund

VGENX Mutual Fund

NAV$59.62
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Fund Essentials - as of Mar 31, 2026

Net Assets
$1.9B
Expense Ratio
0.45%
Dividend Yield (Current)
6.94%
Holdings
46
Inception Date
May 23, 1984
Fund Family
Vanguard (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually
SEC 30-Day Yield
PRO

Performance

YTD+23.41%
1 Year+32.72%
3 Year+19.06%
5 Year+19.24%
10 Year+7.10%

Asset Allocation

Stocks: 99.08%
Bonds: 0.80%
Cash: 0.10%
Other: 0.02%
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Top Holdings

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TickerNameWeight
XOMExxon Mobil Corp.9.52%
SHELShell Plc5.01%
ENGIE:PAEngie Sa4.87%
MPCMarathon Petroleum Corp4.75%
TTEF:PATotalEnergies SE4.42%
Top 10 Concentration: 47.18%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
6.94%
Frequency
Annually
Latest Distribution
$1.33
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

VGENX Mutual Fund Overview

VGENX Mutual Fund (Vanguard Energy Opportunities Fund Investor Class) is managed by Vanguard (US) with $1.90B in net assets. VGENX expense ratio is 0.45%, holding 46 positions across sectors including Energy, Utilities, Materials. Inception date: 1984-05-23.

VGENX performance shows a YTD return of 23.41%. The 1-year return is 32.72% and the 5-year return is 19.24%. VGENX dividend yield stands at 6.94%, paid annually.

VGENX top holdings include Exxon Mobil Corp. (9.5%), Shell Plc (5.0%), Engie Sa (4.9%), Marathon Petroleum Corp (4.8%), TotalEnergies SE (4.4%). Go to all VGENX holdings, VGENX sectors, or VGENX dividends.

VGENX can be compared against other funds. Use VGENX overlap to find shared positions, or VGENX vs another fund for a side-by-side view. VGENX alternatives are available via the screener, along with tax-loss harvesting opportunities.