Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
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Name | Ticker | Morningstar Category | Morningstar Rating for Funds Overall | Portfolio ESG Risk Rating | Total Return YTD | Total Return Rank in Category (Day-End) YTD, Day-End | Adjusted Expense Ratio | Fee Level Distribution | Share Class Type | Minimum Initial Investment |
|---|---|---|---|---|---|---|---|---|---|---|
| Goehring & Rozencwajg Resources Fund Institutional Class | GRHIX | Natural Resources | 5.86% | 85 | 0.920% | Average | Institutional | $100,000 | ||
| Goehring & Rozencwajg Resources Fund Retail Class | GRHAX | Natural Resources | 5.68% | 86 | 1.250% | Above Average | No Load | $3,000 |
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.