3 / 5 Stars
3 4 1 3 2
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 36 Commodities Broad Basket Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 13.36 percent over the past year, and -3.87 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||8.7%|
|3 Years (Annualized)||-3.9%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to maximize real returns, consistent with prudent investment management. The fund normally invests directly or indirectly in a combination of commodity-related equity securities and commodity futures-linked derivative instruments and thereby obtaining exposure to the commodities markets. It expects to gain exposure to the commodities market indirectly by investing up to 25% of its total assets in the Subsidiary, which is designed to enhance the ability of the fund to obtain exposure to the commodities market through Commodity Futures-Linked Investments. The fund is non-diversified.
Fees are Low compared to funds in the same category.
ALPS | CoreCommodity Management CompleteCommoditiesSM Strategy Fund has an expense ratio of 2.05 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.