Energy Resilience PortfolioRESGX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$14.1M
Expense ratio
0.85%
1-year return
+36.9%
3 years, a year
+16.9%
5 years, a year
+8.8%
Holdings
51
What it aims to do.
Maximum long-term total return consistent with reasonable risk to principal.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| INTC Intel Corp | 5.65% |
| DOW Dow Inc | 3.84% |
| AA Alcoa Corp | 3.16% |
| HPE Hewlett Packard Enterprise Co | 3.08% |
| JOBY Flex Ltd | 3.04% |
| CRUS Cirrus Logic Inc | 2.90% |
| FFIV F5 Inc | 2.71% |
| CSCO Cisco Systems Inc | 2.58% |
| AKAM Akamai Technologies Inc | 2.55% |
| VLO Valero Energy Corp | 2.35% |
More on RESGX.
- RESGX overview
- RESGX holdings
- RESGX risk
- RESGX costs
- RESGX money in and out
- RESGX share classes
- Compare RESGX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.