CHARLES ROYCE: BUY SOME UNLOVED SECTORS OF THE MARKET

April 25, 2014

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.

Back to Top