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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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U.S. News evaluated 33 Commodities Broad Basket Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned -7.10 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | -3.6% |
| 1 Year | -7.1% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
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
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
Risk is N/A compared to funds in the same category according to Morningstar.
