| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JHW Jefferson H. West Legacy Investment Solutions LLC | 601 | $15,272 | $20,614.3 | $5,342.3 | 34.98% |
| LWM Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 601 | $15,272 | $20,614.3 | $5,342.3 | 34.98% |
| NASDAQ (NMS) Exchange | US Country |
The mentioned fund operates primarily within the natural resources sector, focusing a significant portion of its assets—specifically, at least 80% of its net assets, in addition to any borrowings undertaken for the purpose of investment—on securities from companies engaged in this industry. This strategy highlights the fund's dedication to investing in the broad range of opportunities within the natural resources sector, which can include anything from energy, metals, and agriculture to forestry and fisheries. Given its investment focus, the fund is categorized as non-diversified, which points to its strategy of potentially investing more heavily in fewer securities, enabling it to possibly achieve higher gains from those investments but also exposing it to higher risks.
The fund's product and service portfolio is primarily centered on investments within the natural resources sector. Here's a closer look: