Market data provided by Xignite. Fund data provided by Xignite and Morningstar. See Disclaimer. Contact U.S. News Best Funds. Use of this website constitutes acceptance of the Best Funds Terms and Conditions of Use. Search Funds Highest Returns in Equity Energy 1 YEAR 39.48% Invesco Oil & ...
The Vanguard Energy Fund falls into Morningstar’s equity energy category. Funds in this category invest in the stocks of U.S. and non-U.S. companies conducting business primarily in the energy sector. Vanguard differentiates this fund from others in the sector via the fund’s focus purely...
Energy strategic fund. It states that the energy fund has investment in most subsectors, but it tends toward big, integrated oil companies. It cites that Karl Bandtel and Jim Bevilacqua of Wellington Management Co. supervise most of the fund's assets and buying stocks it believes are ...
VNQ|Vanguard|MorningStar|Fee:0.12% | Buying and owning rental properties can be great when it diversifies your personal finances but can be a lot of work; this REIT seeks to solve that. Instead, invest in a REIT and takerental profit and liquidity. This index fund is not just a REIT bu...
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Vanguard leads the way with the highest total assets, lowest expense ratio, and the only Gold Morningstar Analyst Rating.You can feel the effect of Vanguard in that the average asset-weighted expense ratio has decreased industry-wide every single year since 2009. You can bet that this wouldn’...
The Vanguard Target Retirement 2045 Fund has an expense ratio of 0.08% and a four-star rating from Morningstar.6Due to Vanguard's emphasis on international bonds and international equities, the fund provides broad diversification. The Vanguard Target Retirement 2045 Fund has a 10-year return of ...
Use our fund screener to discover other asset types. Go to the Funds Screener Total returns on $10,000 3M 6M 1Y 3Y 5Y Vanguard Global Capital Cycles Investor Fund Global Large-Stock Value Morningstar category MSCI ACWI NR USD Benchmark index ...
Both Vanguard and the Wellesley Management brands have a great track record and are well-known and well-respected in the investment management world. The fund itself currently holds nearly $49.77 billion in assets and has been around since 1970.1It is among one of Morningstar's highly-rated fu...
However, VBK does an excellent job of dividing up assets as the fund holds close to 1,000 securities in total and doesn’t give any one security more than 0.6% of the total assets. Thanks to this high level of diversification and VBK’s ultra-low expense ratio, the fund could make ...