Address And Details
|82 Devonshire St , Boston, MA 02109|
|Fund Manager||Maurice FitzMaurice|
|Manager Tenure||3 Years 2 Months|
Strategy And Objective
The fund seeks capital appreciation. Normally investing primarily in common stocks. Normally investing at least 80% of assets in securities of companies principally engaged in the energy service field, including those that provide services and equipment to the conventional areas of oil, gas, electricity, and coal, and newer sources of energy such as nuclear, geothermal, oil shale, and solar power. Investing in domestic and foreign issuers. Using fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.
Net Asset Value
- 1 Week
- 1 Month
- 3 Months
- 1 Yr Return
- 5 Yr Return
Equity Sector Breakdown
|Asset Type||% Of Allocation|
|Total Net Assets||264.25 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$0|
|Timeframe||Average Annual Current Performance Monthly As Of n/a||Average Annual Current Performance Quarterly As Of n/a||Avg Annual Current Performance Monthly As Of n/a||Avg Annual Current Performance Quarterly As Of n/a|
|Life Of Fund||
Top 10 Holdings
|Symbol||Company Name||% Of Assets|
|OII||OCEANEERING INTL INC||4.48%|
|NESR||NATIONAL ENERGY SVCS REUNITED||4.39%|
|PUMP||PROPETRO HOLDING CORP||2.90%|
|NEX||NEXTIER OILFIELD SOLUTIONS I||2.83%|
|HP||HELMERICH & PAYNE INC||2.68%|
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