American Hartford Gold Minimum Investment
James Byrd- The closed-end fund American Hartford Gold Minimum Investment (AHGI) invests in gold bullion, bullion certificates, and shares of foreign gold mining companies.
- The fund is managed by American Asset.
- The fund's expense ratio is lower than the average in the precious metals closed-end fund category.
American Hartford Gold Minimum Investment (AHGI) is a closed-end fund that invests its assets primarily in gold bullion, bullion certificates, and shares of foreign gold mining companies. The fund is not actively managed by an investment advisor; instead, the fund's management and board of directors select and oversee the fund's investments.
American Hartford Gold Monthly Income Plan
American Hartford Gold Monthly Income Plan invests 80% in investments that may include precious metals, precious metals mining, and precious metals equities and 20% in underlying funds that may include money market funds, bank deposits, and certificates of deposit. This plan pays a fixed monthly dividend.
American Hartford Gold Quarterly Income Plan
Minimum investment: $2,500
Monthly investment: $100
Investment objective: The fund seeks to provide a high level of income.
Asset allocation: The portfolio invests primarily in common stocks of companies engaged in activities related to gold, silver, and other precious metals.
American Hartford Gold Annual Income Plan
Minimum Investment: $500
This mutual fund invests in the common stocks of companies that do business in gold, including mining, refining, and trading companies. The fund manager, Hartford Mutual Funds, invests at least 80% of the fund's assets in common stocks. The portfolio is rebalanced quarterly.
American Hartford Gold Legacy Income Plan
American Hartford Gold Legacy Income Plan offers four tiers of portfolio options, each based on different proportions of gold, which range from 10% to 40%, and of common stocks, which range from 40% to 90%. The plan's minimum investment is $10,000.
American Hartford Gold Monthly Income Plan Features
American Hartford Gold Monthly Income Plan:
Minimum investment of $1,000
Annual target return of 4%
American Hartford Gold Monthly Income Plan Fees
American Hartford Gold Monthly Income Plan expenses:
Sales load: 2.99%
Other fees: None
American Hartford Gold Monthly Income Plan Characteristics
American Hartford Gold Monthly Income Plan:
Class A shares
Investment options: No-load, no transaction fee, no account maintenance fee, no minimum investment balance
American Hartford Gold Monthly Income Plan Fund Information
American Hartford Gold Monthly Income Plan fund overview:
American Hartford Gold Monthly Income Plan fund objective:
American Hartford Gold Monthly Income Plan fund strategy:
American Hartford Gold Monthly Income Plan holdings:
American Hartford Gold Monthly Income Plan expense ratio: 2.99%
American Hartford Gold Monthly Income Plan Risks
American Hartford Gold Monthly Income Plan risks:
American Hartford Gold Monthly Income Plan Top 10 Holdings
American Hartford Gold Monthly Income Plan top 10 holdings:
American Hartford Gold Quarterly Income Plan Features
The investment minimum for American Hartford Gold is $1,000. The minimum investment for this fund is $2,500 for the American Hartford Gold and American Hartford Gold Monthly Income and $10,000 for the American Hartford Gold and American Hartford Gold Monthly Income with 5% Coupon.
American Hartford Gold Monthly Income and American Hartford Gold Monthly Income with 5% Coupon: The dividends are paid monthly. The dividends are paid on the fifth business day of every month. The dividends are paid on the fifth business day of every month. The dividend rate for this fund is 5%.
American Hartford Gold and American Hartford Gold Monthly Income: The dividends are paid monthly. The dividends are paid on the fifth business day of every month. The dividend rate for this fund is 5%.
American Hartford Gold Annual Income Plan Features
• No monthly maintenance, administrative, or custodian fees.
• Diversify your holdings by purchasing shares of up to 40 different companies
• Receive dividends in cash or reinvested in additional shares
• No minimum account value required
• No sales charges
• Funds are traded at current market prices, not NAV
• Invest in American Hartford Gold and American Hartford Gold & Income
• No minimum purchase amount
• No sales charges
• Can purchase fractional shares
• No redemption fees
• Invest directly in gold, gold stocks, or gold mining companies
• Funds are traded at current market prices, not NAV
• Invest in American Hartford Gold and American Hartford Gold & Income
American Hartford Gold Minimum Investment
American Hartford Gold Annual Income Plan Features
American Hartford Gold Legacy Income Plan Features
This plan offers a payout structure with a guaranteed minimum interest rate that's calculated daily and paid monthly. The interest accrues daily at a rate of 0.45%, which is compounded monthly. The daily interest is then credited monthly, and the plan has a 10-day grace period for payments.
The minimum account value is $500, and the minimum initial investment is $10,000.
What Is the Minimum Amount to Invest?
The minimum investment amount is $1,000.
What Is the Annual Percentage Yield?
There is a 0.75% APY on this account.
What Is the Minimum Balance to Earn the APY?
There is no minimum balance required to earn the annual percentage yield.
What Is American Hartford Gold's Financial Stability?
American Hartford Gold Holding Corp. (NYSE:AHGP) is a subsidiary of American International Group Inc. (AIG) and operates as AIG's separately managed insurance subsidiary. American Hartford Gold is not a publicly traded company, so it doesn't publish its financial statements. However, AIG does.
Gold IRA: Should You Open One To Save For Retirement?
The Bottom Line
American Hartford Gold is a fund that invests in physical gold and silver bullion. The fund has a number of advantages that set it apart from its competitors, such as its low expense ratio and redemption policy, which makes it an appealing choice for investors looking for low-cost exposure to precious metals.
