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 | 0.2%% | % | 0.01%% |
| 1-Month Return | -2.05%% | % | 3.54%% |
| 3-Month Return | -2.45%% | % | 10.58%% |
| 6-Month Return | 9.25%% | % | 8.03%% |
| 1-Year Return | 16.11%% | % | 20.06%% |
| 3-Year Return | 61.03%% | % | 70.98%% |
| 5-Year Return | 79.38%% | % | 71.89%% |
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