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               Art
               February 2013            
 
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               bee
               December 2012            
 
                        - 
               Ted
               December 2012            
 
                     
       
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Comments
I have owned FBR Fund's GASFX which M* catagorizes as a utility fund. One of its largest position is NGG mentioned in the article. This fund was recently purchased by Hennessy Funds. GASFX is a Energy/Utility play on the Natural Gas sector and its investment footprint is primarily North America.
TOLSX, also mention in the article, is catagorized as a world stock fund...60% North America. TOLSX is more diversified with holdings in Energy, Utilities, Communication, and Industrials compared to GASFX (Utilities & Energy).
Here they are charted together with QQQ (Tech) over the last five years:
Regards,
Ted
U.S. Natural Gas Prices:http://www.marketwatch.com/Story/story/print?guid=6AEF61A7-389C-4059-B8B2-28867CA99637
A new fund is available at Fidelity and the comparisions in the portfolios are similar with a lower E.R. Check out Northern Multi-Mgr Glbl Listed Infra (NMFIX).
Art