Mutual Funds Iyo Inobatsira Kubva Kuwedzera Mafuta Mafuta
Kunyange zvazvo pasina mari inobatanidza iyo inowanikwa zvakananga mumafuta, kune mari yakawanda yepamusoro kutenga iyo inogona kupa vashandi kuti vaonekwe nehuwandu hwehuwandu hwemabhizimisi.
Mumashoko akasiyana, vatengesi vanogona kuwanikwa pachena kune mafuta pamwe chete nemari inotengeswa semafuta emafuta achikwira munguva.
Nzira dzakanakisisa dzemari kuti uwane mari inobatsira
Iko kune miviri miviri yekutanga yemari inobatanidza iyo ine kuwirirana kwakakura kune kufamba mumutengo wamafuta. Somuenzaniso, kana iwe uchinzwa kuti mutengo wamafuta waizotamira kumusoro, kana munguva shoma kana kwenguva yakareba, uye iwe waida kushandisa zvingangoita pamwe chete nemari pamwe chete, iwe unogona kuzviita nemari yakaenzana yemari mari uye vamwe vanosarudza zviwanikwa zvemari mari.
Kana iwe uchida kutsvaga kwepamusoro, kana kuwirirana kwepamusoro, kumutengo wemafuta, iwe ungadawo kufunga kushandisa zvigadzirwa zveEFs .
Taura zviri nyore, kana iwe uchida kuwana huwandu hwemafuta, pane nzira dzakawanda dzokuzviita. Asi ndeipi iyo inonyanya kukosha mari inoshandiswa mumari inoshandiswa nemafuta?
Nezvakaitika kare mupfungwa, tinosimbisa 10 mutual funds mumitatu mitatu yakasiyana iyo inogona kubatsirwa nekukwira kwemafuta emafuta.
Kunyangwe zviri nani, isu tichatanganisa hutano hwehuori huri pamwe-uye huwandu huri pasi-huwandu hwezvokushandisa zvechikwata.
Best Equity Energy Mutual Funds Kubatsirwa neMafuta
Mafuta emafuta anogona kunge asina kuoma uye vamwe vatengi vangave vasingadi kuva nehuwandu hwezvinhu zvinotengeswa asi kuenzanisira kusinganzwisisiki kuburikidza nemari yakakwana yemari, iyo inonziwo mari yemagetsi.
Somuenzaniso, mari zhinji inoshandisa mari inoshandiswa mumafuta ekubatisa mafuta uye kugovera simba, kusanganisira makambani emafuta, makambani emagetsi, mhepo uye simba rezuva , pamwe nemabhizimisi emarasha. Mienzaniso yemakambani emagetsi anosanganisira aya anosanganisira Exxon Mobil (XOM), Haliburton (HAL), uye Southwestern Energy Company (SWN).
Kunewo huwandu hwemazana ehupfumi emari emari inowedzera mune tenzi mashoma masangano, kana MLPs . Kufanana nekutengeswa kwemazana emari, kana MEMPs, MLPs "inopfuura" motokari dzinotengeswa dzisingabhadhara mutero muhomwe yemari asi dzinofanirwa kubhadhara yakawanda yemari yavanowana iko kuvasimari. Saka mutsauko mukuru ndewokuti, panzvimbo yekutsvaga muimba yekutengesa, MLPs inotenga zvikuru mumasimba (mafuta uye gasi) zvinhu.
Iye zvino ngatitarisei mamwe emhando dzakanakisisa dzemagetsi mutual funds:
- Vanguard Energy (VGENX): Ichi chikamu chekugadzira simba kubva kuVanguard chinopa huwandu hwemagetsi emagetsi ane simba rinopfuura 135 emagetsi, zvakadai semakambani makuru XOM, Chevron (CVX), uye Pioneer Resources (PIONF). Kunyange zvazvo mamwe masimba emagetsi anogona kusanganisira mamwe mashizha emakambani kunze kwesimba rega, VGENX inongotarisa chete pamagetsi emagetsi. Ichi chinonyanya kutsvaga chinoita kuti VGENX isarudzo yakanaka kune vashandi vanoda mari yakazara. Izvi zvinogona kuita kuti mari yacho iwedzere kudarika yakawanda pamusika asi iyo ndiyo mamiriro emari emunharaunda - kuti awane rutivi rumwe, kunyange zvazvo paine zvishoma zvakaderera kugoverwa kwepasitori muhuwandu. VGENX ine mari shoma yebhadharo ye 0.41 muzana, kana $ 41 ye $ 10 000 inotengeswa, uye kushandiswa kwekutanga kwekutenga kuri $ 3,000.
- Kutendeseka Sarudza Simba (FSENX): Kana uchida kuomeswa kwemazivi emagetsi, FSENX inogona kunge iri sarudzo yakanakisisa. Zvinopfuura 50 kubva muzana zvehuwandu hwepodfolio yemari inopiwa kune gumi gumi, izvo zvinosanganisira CVX, XOM uye EOG Resources (EOG). Ipapoti yacho inosvika makumi manomwe nemakumi mashanu ekubatana, iyo inowanzova 80 muzana yemagetsi emagetsi. Nhoroondo inodzoka, kunyanya kwenguva refu, yeFSENX nguva dzose inotarisa mumutatu wepamusoro wemari mune simba remagetsi. Nhamba yebhadharo yeFSENX ndiyo 0.79 kubva muzana uye zvishoma zvishoma kutanga kwekutsvaga $ 2,500.
Cavanal Hill World Energy (APWEX): Vashandi vanotsvaga mari yakasiyana-siyana inotarisirwa kunyatsofungidzirwa vanofanira kutarisa APWEX. Kunyange zvazvo isiri zita reimba Cavanal Hill iri mutengesi yekambani yekambani inoshandisa muhutano hwakanaka hwavanotenda, mumashoko avo, "vane hukuru hwakanaka huripo pavanenge vachiedza kudzikisa pasi." Kusiyana nemafanana emari emari, APWEX inotengeserana mukubatanidzwa kwehutano hweUnited States uye dzimwe nyika dzisati dzatengeswa uye kunyange inowedzera zvisungo (inenge 5 muzana yemafumi) kune musanganiswa. Kunyange zvazvo mari iyi yave ichangobva pamusika kubva muna 2014, yakatove yakagamuchira nhamba yechishanu-kubva ku Morningstar . Mariro yeAAPWEX inowanikwa yezvikamu zvemagetsi pa120 muzana uye zvishoma zvishoma kushandiswa kwekutsvaga iyo inodhura $ 100.
Oppenheimer Steelpath MLP Sarudza 40 (MLPTX): Iyi tenzi mashoma kubatana, kana MLP, mari kubva kuna Oppenheimer inotarisa huwandu hwemari yehupfumi hwehutano hushoma hwakabatanidzwa mune zvekutengesa petroleum uye mapaipi emagetsi. MLP inogona kunge isina simba uye sarudzo yavo, sezvakambotaurwa kare munyaya ino, yakaoma. Saka vashandi vanofunga nezvekutenga mari iyi vanofanira kuita basa rechikoro rakawanda kudarika kare vasati vatenga. Nezvo zvakati, MLPs ingangove yakanakisisa kune vashandi vanotarisira zvibereko zvakakwirira, kazhinji zvakakwirira se7 muzana kana kupfuura. Uyewo mari inoshandiswa mari yeMLP mari inogona kuva yakaoma. Semuenzaniso, mari yekutsvaga mari yechikwata cheMLPTX inokwana 4.66 muzana, iyo yakakwirira kwazvo. Kunyange zvakadaro mari yacho inowanzodzorera mari, iyo inoshandiswa mumatare inenge 1 muzana kana pasi. Zvakare, ita basa rako rechikoro paMLPTX nedzimwe mari yeMLP usati waita mari! Zvinogona kuva mashizha makuru kana akashandiswa zvakanaka.
Nzvimbo dzakanakisisa dzeMari yeZvizvarwa zveMari Kubhadhara Mafuta
Zvisikwa zvakasikwa zvinoreva zvakanyanya kune zvigadzirwa zvemabhizimisi zvakadai semagetsi, makemikari, zvicherwa, uye michina yemasango muU.S. kana kunze kweU.S. Mudura redu rezvemari mari, tichabatanidza izvo zvisingabhadhari, hapana -huwandu huwandu hwehuwandu hwepamusoro-huwandu hwehuwandu hwehuwandu hwehuwandu hwehuwandu hwehuwandu hwemafuta hunofananidzwa nedzimwe zvinhu zvemari mari
- Kutendeseka Global Global Commodity (FFGCX): Iyi inowanikwa mari inobva kuFidelity inowedzera chikamu chimwe chetatu chemasitoreti emigodhi pamagetsi emagetsi, seCVX, Total SA (TOT), uye Anadarko Petroleum Corp (APC). Nzvimbo yepasi rose yeFFGCX inogona kupa hukuru hwakasiyana-siyana kana ichienzaniswa nehupfumi hwemari mari inotarirwa chete neNorth America. Mariro yeFFGCX inenge 1.13 kubva muzana uye zvishoma zvishoma kutengesa kwekutanga mari inonzi $ 2,500.
- T. Rowe Mutengo Watsva Era (PRNEX): Kana uri kutsvaga mari inoshandiswa mari yakawanda inowedzera pamusoro-kuenzanirana nehuwandu hwehuwandu hwehupfumi huchienzanisa nedzimwe mari yemari yemari, PRNEX isarudzo yakanaka. Ipapoti yacho inosvika zana makumi maviri nematatu, uye inenge zvikamu zviviri kubva kune zvitatu zviri makambani eUnited States uye nechetatu kune dzimwe nyika. Zvinodarika makumi mana kubva muzana zveporofiti iyo inoshandisa mashizha emagetsi uye mari yepamusoro inopararira kuduku-duku, pakati nepakati. Nhamba yebhadharo ye PRNEX inokwana 0.67 muzana uye zvishoma zvishoma kushandiswa kwekutsvaga kuvhareta i $ 2,500.
- Columbia Global Energy uye Natural Resources Fund (UMESX): Iyi pfuma yemari yakapiwa neColumbia ThreadNeedle Investments inobata anenge 60 muzana mashomanana emagetsi, ayo anowedzera kaviri kujekesa kune simba rekuenzanisa nevezera rako. Mari inosvika 1,10 muzana inopfuura yepamusoro yevoruzhinji kana ichienzaniswa nevezera rako asi avo vanopfuura-kuwanda kwemaitiro ekudzoka kwemazuva mazhinji kunogona kukosha mari. Vashandi vanoona UMESX vanofanira kuchengeta mupfungwa kuti mari yacho ine ruzivo rwakakwana uye inowanika mune rimwe boka rinosarudza rekutengeserana, iyo yakawanda iri kuva Fidelity, Scottrade uye Etrade. Iko kushandiswa kokutanga kweMESX i $ 2,000.
Pakupedzisira uye muchidimbu mutsara, mari yezvikamu inogona kushandiswa nekuchenjera sematauri ekusiyana-siyana asi hukuru hukuru kune imwe sangano, sese simba, inokonzerwa nengozi. Kushandiswa kwekambani kune vashandi vazhinji vanofanirwa kuti vasapfuure ne5 muzana kune 10 muzana yehupfumi hwepodfolio.
Zvinonzwisisika: Mashoko ari pawebsite ino anopa mazano ekukurukurirana chete, uye haafaniri kushandiswa zvisina kunaka sekutsvaga mazano. Pasinei nemamiriro ezvinhu iyo ruzivo runomiririra hutungamiri kutenga kana kutengesa zvigumisiro.