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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 -8.88 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | -6.0% |
| 1 Year | -8.9% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks total return. The fund utilizes two strategies and expects to invest approximately 50% of its total assets in each strategy. One strategy focuses on investments in commodity-linked derivatives. To meet coverage and collateral requirements associated with these derivative investments, and to invest excess cash, the fund holds a portion of its portfolio in investment-grade short-term fixed income securities. The other strategy focuses on equity investments in commodity-related companies, including, but not limited to, companies operating in the mining, energy and agricultural sectors. The fund is non-diversified.
Fees
Fees are Low compared to funds in the same category.
BlackRock Commodity Strategies Portfolio has an expense ratio of 2.24 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
