Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
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To pursue its goal, the fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in securities issued by dividend-paying infrastructure companies. The fund invests in securities of companies located throughout the world, including in the United States. Under normal market conditions, the fund will invest at least 40% of its net assets, unless market conditions are deemed unfavorable by Newton (and in all cases, at least 30% of its net assets), in foreign companies. It is non-diversified. more
| Time Frame | BKGI | S&P500 | |
|---|---|---|---|
| 1-Week Return | -3.33%% | % | 1.06%% |
| 1-Month Return | -0.86%% | % | 5.25%% |
| 3-Month Return | -2.52%% | % | 10.46%% |
| 6-Month Return | 10.6%% | % | 11.48%% |
| 1-Year Return | 17.45%% | % | 27.97%% |
| 3-Year Return | 62.96%% | % | 79.92%% |
| 5-Year Return | 81.07%% | % | 80.73%% |
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