Income Investor
Sorry, you do not have access to this content.This fund has hit a rough patch and the reason can be summed up in a single word: energy. As of the end of 2015, one-quarter of the portfolio was invested in oil and gas stocks and we all know what has happened there. Another 43% is in the financial sector, which has also had a tough time recently. As a result, the fund lost 10.4% in 2015 after a run of six straight profitable years. - Gordon Pape
Current Advice
Sell
Consult your broker/advisor
Capital Gain/Loss
14.2%