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 | 11.15% | 56 | 0.920% | Average | Institutional | $100,000 | ||
| Goehring & Rozencwajg Resources Fund Retail Class | GRHAX | Natural Resources | 11.01% | 58 | 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.