Global Resources Fund - Class A
GHAAX
GHAAX
Global Resources Fund - Class A
GHAAX
GHAAX
-
NAV$40.79
as of August 30, 2024 -
YTD RETURNS5.40%
as of August 30, 2024 -
Net Assets (All Classes)$634.40M
as of July 31, 2024 -
Gross Expense Ratio1.45%
-
Net Expense Ratio1.38%
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Inception Date11/02/1994
Fund Description
The Global Resources Fund seeks long-term capital appreciation by investing primarily in global resource securities. Income is a secondary consideration. The Fund is an actively managed commodity-equities portfolio investing in companies involved in the exploration, production and distribution of resources.
Overview
Fund Highlights
- Offers exposure to energy, precious and base metals, agriculture, alternative energy and other resources
- Expertly managed by an extensive investment team that is among the industry’s largest, and includes trained geologists and engineers as well as senior analysts with deep sector experience
- Investment approach focuses on company research and skillful stock selection, as well as disciplined, quantitative-based risk management
- No K-1s – Access to resource equities without burdensome K-1 tax reporting