Is there a Natural Resource Mutual Fund that focuses on dividends?

Dex

That is the question. I've searched and could not find one.
For example, T. Rowe Price New Era PRNEX fund looks good but I was wondering if there is something similar that pays monthly dividends.

hank

Hi Dex (oops). Great question. At first blush, it would seem a contradiction. Natural resource companies (and funds) rely greatly on price appreciation of materials along with capital appreciation of the infrastructure to produce them. They do best in inflationary environments. My guess is that most industries paying high dividends do best under slower economic growth and low or stable interest rates. Utilities is a prime example.

Now, a "growth and income" fund might come close to what you're looking for. And, of course, the fund brew-masters are always ready and willing to mix up and sell a new concoction. So, who knows? Maybe there is a natural resources fund that also focuses on dividends. Regards

Ted

Dear Dex: Try this on for size. BGR 6% Yield +
Regards,
Ted

https://www2.blackrock.com/webcore/litService/search/getDocument.seam?contentId=37720&Source=SEARCH&Venue=PUB_IND

scott

GNAT (world nat resource stocks, focus on divs, not using an option strategy) but I don't think it's particularly great.

Dex

Reply to @Ted:
Ted thank you very much - that is exactly what I'm looking for.
Where do you research for such funds? For example, I posted a similar question about Health Fund that focuses on dividends and would like to do the research if I could.

PS - I think we are in for a period of moderating stock market increases so I would like to get a little income even at the chance of lower capital gains.

scott

Reply to @Dex: In terms of healthcare I like HQH/HQL, which also can invest in private equity.

Ted

Reply to @Dex: In the health care sector, I like PRHSX or FBTCX over HQL or HQH.
Regards,
Ted
http://finance.yahoo.com/echarts?s=HQL+Interactive#symbol=hql;range=5y;compare=fbtcx+hqh+prhsx;indicator=volume;charttype=area;crosshair=on;ohlcvalues=0;logscale=off;source=undefined;

hank

Reply to @Dex: Re: "I think we are in for a period of moderating stock market increases" Yep - That would be the better of two possible outcomes.

MikeM2

IRR is a closed end fund. I think it has quarterly dividends.

MOZART325

Closed-end funds from cefconnect. Annual distribution rate is in bold.


BCF BlackRock Real Asset Equity US Equity-Energy/Resources $8.69 -$0.02 $9.88 -12.04% 8.05%

BGR BlackRock Energy & Resources US Equity-Energy/Resources $24.42 -$0.46 $26.73 -8.64% 6.63%

BQR BlackRock EcoSolutions US Equity-Energy/Resources $7.74 -$0.03 $9.01 -14.07% 9.26%

FIF First Trust Energy Infra. Fund US Equity-Energy/Resources $20.13 $0.03 $22.22 -9.41% 6.56%

GGN GAMCO Glb Gold Natural Res&Inc US Equity-Energy/Resources $9.24 -$0.11 $9.87 -6.38% 11.69%

SZC Cushing Renaissance Fund US Equity-Energy/Resources $25.10 -$0.14 $28.26 -11.18% 6.53%

TTP Tortoise Pipeline & Energy US Equity-Energy/Resources $27.62 -$0.28 $31.18 -11.42% 5.90%

ASA ASA Gold and Precious Metals US Equity-Energy/Resources $12.37 -$0.15 $13.01 -4.92% 1.46%

PEO Petroleum & Resources US Equity-Energy/Resources $27.12 -$0.06 $31.78 -14.66% 6.93%

ibartman

GNAT: WisdomTree Global Natural Resources Fund
http://www.wisdomtree.com/etfs/fund-details.aspx?etfid=32

TSP_Transfer

Here is the mutual fund version of SZC. Quarterly distributions .Not for income investors,but a play on North American energy, from the geology phase to your local gasoline pump/gas meter and everything in between.I own the M F and
will $$cost average for the long term.For income look @ the aforementioned PEO,quarterly distributions.

http://quotes.morningstar.com/fund/f?region=USA&t=CRZAX.LW

http://www.cushingfunds.com/phx-content/assets/files/CRZAX_Factsheet_2013_Sept.pdf

Info on PEO
http://www.peteres.com/

http://www.peteres.com/investment-information/at-a-glance
ANNUAL DISTRIBUTION RATE
2013 7.2%
5-Year Average 6.6%