When inflation falls from 9% to roughly 3%, investors may feel the worst is over. However, persistent inflation can still erode retirement purchasing power.
Amid two ongoing hot wars involving major energy-producing countries — the war in Iran and the Russia/Ukraine conflict — the commodities arena may appear to be a hazardous place for investors to allocate capital. But recent pullbacks by some commodities-linked equities could prove to be buying opportunities.
At the sector level, energy is king this year thanks in large part to the wars in Iran and Ukraine. Those ongoing conflicts are hampering exports from those nations.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MSS Michael S. Sheehy CoreCommodity Management LLC | 8.56M | $216.45M | $326.98M | $110.54M | 51.07% |
| PN Patrick Nichols Old Mission Capital LLC | 23,961 | $867,965.56 | $903,090.09 | $35,124.53 | 4.05% |
Andrew Burkey Joseph Group Capital Management | 443,569 | $11.75M | $16.72M | $4.97M | 42.28% |
Rich Mowrer Brookwood Investment Group LLC | 109,509 | $4.39M | $4.13M | -$262,942.09 | -5.99% |
| NASDAQ (NMS) Exchange | US Country |
The fund is designed to provide investors with exposure to natural resources companies through equity investments, which primarily include common stocks. It focuses on allocating at least 80% of its net assets, along with any borrowings for investment purposes, in entities operating within the natural resources sector. To achieve its investment objective, the fund not only invests domestically but also expands its portfolio to encompass foreign markets, notably including companies situated in emerging market economies. This strategy aims to offer investors a diversified investment option that capitalizes on the growth and value opportunities within the global natural resources industry.
This core investment vehicle of the fund focuses on purchasing equity securities, mainly common stock, of companies engaged in the natural resources sector. This includes a broad array of industries such as energy, minerals, precious metals, and other natural resources, offering investors comprehensive exposure to the sector's growth potential.
Apart from domestic investments, the fund extends its reach to international markets, enhancing diversification and potential returns for its portfolio. This includes stakes in companies based in both developed and emerging markets, thereby tapping into the global opportunities within the natural resources domain.