Sentences with phrase «equity precious metals funds»

USERX currently has four stars overall from Morningstar, among 71 Equity Precious Metals funds as of 6/30/2015, based on risk - adjusted returns.

Morningstar ratings based on risk - adjusted return and number of funds Category: Equity Precious Metals funds Through: 03/31/2018

Morningstar ratings for the Gold and Precious Metals Fund (USERX), in the Equity Precious Metals fund category: USERX was rated 5 Stars Overall out of 71 funds, 5 Stars out of 71 funds for the three - year period, 5 Stars out of 64 funds for the five - year period, and 4 Stars out of 46 funds for the 10 - year period, as of December 31, 2016.

Not exact matches

Under normal market conditions, the Gold and Precious Metals Fund will invest at least 80 percent of its net assets in equity securities of companies predominately involved in the mining, fabrication, processing, marketing, or distribution of metals including gold, silver, platinum group, palladium and diaMetals Fund will invest at least 80 percent of its net assets in equity securities of companies predominately involved in the mining, fabrication, processing, marketing, or distribution of metals including gold, silver, platinum group, palladium and diametals including gold, silver, platinum group, palladium and diamonds.

Like you, it was a little out of whack since equities have been on fire and my precious metals fund was through the roof, almost doubling so far this year!

Morningstar ratings based on risk - adjusted return and number of funds Category: Equity Precious Metals Through: March 31, 2018

In both ways, the Hussman Funds can contribute to a well - constructed, diversified portfolio that includes U.S. equities, international equities, U.S. Treasury securities, and as appropriate, precious metals shares, U.S. agency securities, investment grade corporate bonds, and Treasury inflation - protected securities.

Holdings in the funds mentioned as a percentage of net assets as of 06/30/2014: Klondex Mines Ltd. (1.34 % in Global Resources Fund, 6.58 % in Gold and Precious Metals Fund, 6.60 % in World Precious Minerals Fund); Comstock Mining Inc. (3.57 % in Gold and Precious Metals Fund, 2.12 % in World Precious Minerals Fund); Franco - Nevada Corp. (0.53 % in All American Equity Fund, 2.21 % in Global Resources Fund, 2.45 % in Gold and Precious Metals Fund, 0.55 % in Holmes Macro Trends Fund, 1.16 % in World Precious Minerals Fund); Royal Gold Inc. (0.58 % in All American Equity Fund, 2.18 % in Global Resources Fund, 3.14 % in Gold and Precious Metals Fund, 0.59 % in Holmes Macro Trends Fund, 0.91 % in World Precious Minerals Fund).

The Hussman Funds remain defensive toward equities, and generally but not aggressively constructive toward Treasury bonds and precious metals shares.

In August 2016, Luke relaunched the legendary Secret Stock Files, where he plans to again leverage a cyclical upswing in the gold and precious metal markets with a diversified portfolio of physical metals, equities, and funds.

Co-founder of Hinde Capital, an alternative fund management company in equity and precious metals.

Lipper named the Gold and Precious Metals Fund the Best Precious Metals Equity Fund, out of 62 funds, for the three - year period ending 11/30/2016.

The Hussman Funds remain defensive toward equities, modestly constructive toward Treasury bonds, and moderately constructive toward precious metals shares.

Our recommendations cover equities, bonds, options, funds, real estate, collectibles, precious metals and currencies.

Morningstar ratings based on risk - adjusted return and number of funds Category: Equity Precious Metals Through: 6/30/2015

In response to fresh measures of economic weakness last week, coupled with an elevated ratio of gold prices to gold equity prices and negative real interest rates, the Fund boosted its holdings of precious metals shares to about 10 % of assets.

Normally at least 80 % of the fund's assets will be invested in equity securities of domestic and foreign companies (including those located in emerging markets) principally engaged in the exploration, mining, or processing of gold and other precious metals and minerals, such as platinum, silver, and diamonds.

Funds in the Precious Metals Equity category must invest at least 90 % of their equity holdings in the securities of companies in the Gold and Precious Metals sEquity category must invest at least 90 % of their equity holdings in the securities of companies in the Gold and Precious Metals sequity holdings in the securities of companies in the Gold and Precious Metals sector.

As you can see from the above list, you have plenty of choices in the U.S. equity funds category, while specialty or sector funds, which could include real estate and precious metal, are rather limited.

Purchase or sell commodities, commodity contracts or real estate, including interests in real estate limited partnerships, provided that the fund may (1) purchase securities of companies that deal in real estate or interests therein (including REITs); (2) purchase or sell futures contracts, options contracts, equity index participations and index participation contracts; and (3) purchase securities of companies that deal in precious metals or interests therein.

One of these funds is Old Mutual Gold & Silver, which oversees $ 220 million of precious metal equities.