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Natural Resources Portfolio

The WMA Natural Resources Portfolio seeks to remain fully invested in a selection of oil companies, miners, as well as producers of  agricultural products, with the objective of out-performing on a relative basis the S&P North America Natural Resources Index (IGE). The company selection relies on the WMA Total Market Fundamental Allocation Model, which screens a comprehensive list of  all U.S. and International companies meeting fundamental, quantitative, and market-based indicator criteria. The portfolio may hold positions in physical commodities.

Natural Resources Monthly Performance Report

Natural Resources Current Holdings