|P. O. Box 219078 , Kansas City, MO 64121|
|Fund Manager||Kevin Holt|
|Manager Tenure||1 Years 3 Months|
The Fund s investment objective is long-term growth of capital. The Fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in securities of issuers engaged in energy-related industries, and in derivatives and other instruments that have economic characteristics similar to such securities. The Fund invests primarily in equity securities. The principal type of equity security in which the Fund invests is common stoCK.
|Asset Type||% Of Allocation|
|Total Net Assets||60.39 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$250|
|Timeframe||Average Annual Current Performance Monthly As Of 08/31/2021||Average Annual Current Performance Quarterly As Of 06/30/2021||Avg Annual Current Performance Monthly As Of 08/31/2021||Avg Annual Current Performance Quarterly As Of 06/30/2021|
|Life Of Fund||
|Symbol||Company Name||% Of Assets|
|XOM||EXXON MOBIL CORP||7.21%|
|XLE||ENERGY SELECT SECTOR SPDR FND||4.82%|
|DVN||DEVON ENERGY CORPORATION||4.47%|
|PXD||PIONEER NATURAL RESOURCES CO||4.43%|
|SU||SUNCOR ENERGY INC||3.83%|
|LNG||CHENIERE ENERGY INC||3.82%|
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