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Vanguard Precious Metals and Mining Inv (VGPMX) Fund Ranking and Research

Ranking, Research and Recommendation of Vanguard Precious Metals and Mining Inv (VGPMX) Fund

    Last Trade: $11.29 on 8/26/2016, Change: -0.04 (-0.35%)

 

Graph of Vanguard Precious Metals and Mining Inv Fund (VGPMX) ManagerFund Manager - Jamie J. Horvat

Fund Manager Information

Fund Manager Tenure: 2.6 years
Fund Family: Vanguard
Fund Category: Equity Precious Metals
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.52)     (What does this score mean?)

 

Graph of Vanguard Precious Metals and Mining Inv Fund (VGPMX) ProfileVanguard Precious Metals and Mining Inv Fund (VGPMX) Profile

Fund Profile and Description

Vanguard Precious Metals and Mining Inv Fund seeks long-term capital appreciation. Vanguard Precious Metals and Mining Inv Fund typically invests at least 80% of assets in the stocks of foreign and U.S. companies principally engaged in the exploration, mining, processing, or distribution of gold and other precious metals. It may also invest up to 20% of assets directly in gold, silver, or other precious-metals bullion and coins. Vanguard Precious Metals and Mining Inv Fund is non-diversified.

 

Vanguard Precious Metals and Mining Inv (VGPMX) Fund Strength What we like about Vanguard Precious Metals and Mining Inv (VGPMX) Fund

Data for Vanguard Precious Metals and Mining Inv Fund (VGPMX) as of May 30, 2016

  • Vanguard Precious Metals and Mining Inv Fund (VGPMX) has a Morningstar rating of 4 and above
  • Asset base in Vanguard Precious Metals and Mining Inv Fund (VGPMX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Vanguard Precious Metals and Mining Inv Fund (VGPMX) has an annual stock turnover rate of 8.00% vs Equity Precious Metals average of 52.40%. It is good that Vanguard Precious Metals and Mining Inv management does not trade extensively for its return.
  • Vanguard Precious Metals and Mining Inv Fund (VGPMX) is less volatile than its peers as it has a 3-year Standard Deviation of 32.54, lower than category average of 40.63
  • Vanguard Precious Metals and Mining Inv Fund (VGPMX) has a lower expense ratio than its Equity Precious Metals average: 0.35% vs 1.45%
  • Vanguard Precious Metals and Mining Inv Fund (VGPMX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Vanguard Precious Metals and Mining Inv Fund (VGPMX) Weakness What we are cautious about Vanguard Precious Metals and Mining Inv (VGPMX) Fund

Data for Vanguard Precious Metals and Mining Inv Fund (VGPMX) as of May 30, 2016

  • Vanguard Precious Metals and Mining Inv Fund (VGPMX) management has been with Vanguard Precious Metals and Mining Inv Fund for only 2.6 years, it is hard to judge manager's ability based on this fund's operation record
  • Vanguard Precious Metals and Mining Inv Fund (VGPMX) has a less-than-ideal short-term performance (1-year return 2.03% vs 18.36% Equity Precious Metals category median performance)
  • Vanguard Precious Metals and Mining Inv Fund (VGPMX) has a less-than-ideal mid-term performance (3-year return -6.47% vs -5.42% Equity Precious Metals category median performance)
  • Vanguard Precious Metals and Mining Inv Fund (VGPMX) has a less-than-ideal Long-term performance (5-year return -16.29% vs -15.77% Equity Precious Metals category median performance)
  • Vanguard Precious Metals and Mining Inv Fund (VGPMX) ratio of up-years vs down years can be improved
  • Vanguard Precious Metals and Mining Inv Fund (VGPMX) is less safe compared to its Equity Precious Metals peers
  • Vanguard Precious Metals and Mining Inv Fund (VGPMX) does not have a good risk adjusted return as its 3-year Alpha of -6.62 is worse than category average of 1.98, and its 3-year Sharpe ratio is -0.06
  • As a Equity Precious Metals focused fund, Vanguard Precious Metals and Mining Inv Fund (VGPMX) is less diversified and has inherited sector risks associated with the fund
See Vanguard Precious Metals and Mining Inv Fund (VGPMX) performance details as of May 30, 2016

 

What do you think?

 

Compare Vanguard Precious Metals and Mining Inv Fund (VGPMX)Compare with other top Equity Precious Metals category mutual funds

Aadditional top Equity Precious Metals mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Vanguard Precious Metals and Mining Inv51.612.03-6.47-16.29
Gabelli Gold AAA (GOLDX)58.3422.42-0.69-12.10Compare

See top fund managers for Equity Precious Metals Category Funds

 

Compare Vanguard Precious Metals and Mining Inv Fund (VGPMX)Compare with Equity Precious Metals category ETFs

Some Equity Precious Metals ETFs for your consideration

ETFYear to DateOne YearThree Year
Global X Gold Explorers ETF (GLDX)87.40%58.57%1.71%
Market Vectors Gold Miners ETF (GDX)64.58%16.29%-7.77%
PowerShares Global Gold & Prec Mtls ETF (PSAU)64.26%15.41%-6.15%
Market Vectors Junior Gold Miners ETF (GDXJ)000
Market Vectors Rare EarthStrat Mtls ETF (REMX)21.48%-34.28%-26.30%

 

Graph of Vanguard Precious Metals and Mining Inv Fund (VGPMX) Net Asset TrackingVanguard Precious Metals and Mining Inv (VGPMX) Fund Net Asset

Track net asset change of Vanguard Precious Metals and Mining Inv fund (VGPMX)

DateNet Asset
05/2016$2.28B
03/2016$2.02B
02/2016$1.86B
More historic net asset information on Vanguard Precious Metals and Mining Inv Fund (VGPMX)

  

Graph of Vanguard Precious Metals and Mining Inv Fund (VGPMX) Portfolio TrackingVanguard Precious Metals and Mining Inv (VGPMX) Fund Portfolio Allocation

Track portfolio allocation change of Vanguard Precious Metals and Mining Inv fund (VGPMX)

DateCashStockBondOther
03/20162.42%96.34%0%1.24%
12/20151.66%98.21%0%0.13%
09/20158.6%91.29%0%0.11%
Click here to see more historic asset allocation information on Vanguard Precious Metals and Mining Inv Fund (VGPMX)

 

graph of Vanguard Precious Metals and Mining Inv Fund (VGPMX) Top 10 Position TrackingTop 10 Holdings in Vanguard Precious Metals and Mining Inv (VGPMX) Fund

Discover what Vanguard Precious Metals and Mining Inv Fund (VGPMX) manager is buying

Mar 30, 2016
NEVSUN RES J [5.84%]
AGNICO EAGLE MINES LIMITED [5.42%]
RANDGOLD RESOURCES LD ADS (EACH [5.2%]
Goldcorp Inc [5.07%]
DOMINION DIAMOND CORPORATION [4.42%]
FRANCO-NEVADA CORPORATION [4.23%]
Acacia Mining PLC [3.99%]
Newmont Mining Corporation [3.44%]
Yamana Gold Inc [3.35%]
Hochschild Mining PLC [3.31%]

Dec 30, 2015
AGNICO EAGLE MINES LIMITED [7.33%]
NEVSUN RES J [6.85%]
RANDGOLD RESOURCES LD ADS (EACH [6.21%]
DOMINION DIAMOND CORPORATION [5.53%]
Goldcorp Inc [4.9%]
BHP Billiton PLC [3.88%]
FRANCO-NEVADA CORPORATION [3.8%]
Acacia Mining PLC [3.54%]
Tahoe Resources Inc [2.92%]
BOLIDEN AB [2.89%]

Sep 29, 2015
NEVSUN RES J [6.74%]
AGNICO EAGLE MINES LIMITED [6.43%]
Randgold Resources Ltd ADR [5.39%]
DOMINION DIAMOND CORPORATION [5.26%]
Goldcorp Inc [4.83%]
BHP Billiton PLC [4.82%]
Acacia Mining PLC [4.58%]
FRANCO-NEVADA CORPORATION [3.32%]
BHP Billiton Ltd [2.54%]
B2Gold Corp [2.49%]
Click here for Stock Holding Change Map in Vanguard Precious Metals and Mining Inv Fund (VGPMX)

  

Latest News on Vanguard Precious Metals and Mining Inv (VGPMX) Fund

See what is happening with Vanguard Precious Metals and Mining Inv Fund (VGPMX)

 

Vanguard Precious Metals and Mining Inv Fund (VGPMX) Related ResourcesSee more information on Vanguard Precious Metals and Mining Inv (VGPMX) Fund

Popular pages on Vanguard Precious Metals and Mining Inv (VGPMX) Fund

  

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