Morningstar

Goehring & Rozencwajg Resources Fund Retail Class GRHAX

Medalist Rating as of Aug 31, 2026 See Goehring & Rozencwajg Investment Hub

Strategy

The investment seeks to maximize total return, which consists of income on its investments and capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets in securities of natural resources companies and other investments that provide economic exposure to natural resources or natural resources companies. The fund typically invests primarily in equity and equity-related securities consisting of common stock, preferred stock, convertible securities, rights and warrants and depository receipts.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
GRHAX	Goehring & Rozencwajg Resources Fund Retail Class	No Load	Open			Dec 30, 2016	$78.94M	1.250%	Above Average	$3,000	$18.43M
GRHIX	Goehring & Rozencwajg Resources Fund Institutional Class	Institutional	Open			Dec 30, 2016	$1.00B	0.920%	Average	$100,000	$254.29M

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