CHARLES ROYCE: BUY SOME UNLOVED SECTORS OF THE MARKET

Buy Some Unloved Sectors Of The Market

UNLOVED vs. LOVED RETURNS

• Annualized returns past 20 years over 3-year holding periods
• Unloved Funds 10.4%
• Loved Funds 6.4%

Source: Morningstar

“Unloved” Categories 2013:

• Large-growth funds
• Commodity funds
• Precious metals funds

Kinnel’s “Unloved” Picks

• Primecap Odyssey Growth (POGRX)
• Harbor Commodity Real Return Strategy (HACMX)
• Oppenheimer Gold & Special Minerals (OPGSX)

Watch the related WEALTHTRACK Episode.