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Purpose Diversified Real Asset I

PFC502
18.50
+0.09
+0.49%
2017-10-20
5 Years
  • Previous Close

    18.41

  • Net Assets

    101

  • Yield

    1.37%

  • Front load

    None

  • Expenses

    -

  • Category

    Miscellaneous – Income and Real Property

  • Morningstar Risk

    -

  • Morningstar Rating -
Profile

Name of Issuer

Purpose Investments Inc.

Fund Style

Open

Fund Manager

Not Disclosed

Investment Style

Medium Value

The Purpose Diversified Real Asset Fund seeks to provide shareholders with exposure to a diversified portfolio of asset classes that are directly or indirectly linked to physical assets with positive correlation to inflation and are expected to maintain their real (after inflation) value over time. These assets may include precious metals and related equities; industrial, energy and agricultural commodities and related equities; real estate investment trusts (REITs); emerging market (EM) currencies; real return bonds and treasury inflation-protected securities (TIPS) and cash.

Purchase Information

Initial Purchase 0
Initial Purchase: IRA NA
Initial Purchase: AIP NA

Inception

2013-09-03

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