4 / 5 Stars
4 4 3 3 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
U.S. News evaluated 34 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 -8.97 percent over the past year, -6.54 percent over the past three years, and 5.72 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-0.7%|
|3 Years (Annualized)||-6.5%|
|5 Years (Annualized)||5.7%|
|10 Years (Annualized)||N/A|
The investment seeks total return. The fund invests in commodity-linked derivative instruments backed by a portfolio of fixed income instruments. It invests in commodity-linked derivative instruments (a contract whose value is based on a particular commodity), such as commodity-linked swap contracts, commodity-linked structured notes, options and futures contracts, to gain exposure to the investment return of assets that trade in the commodity markets, without investing directly in physical commodities. The fund may gain exposure to the commodity markets by investing up to 25% of the fund's total assets in a wholly-owned subsidiary.
Fees are High compared to funds in the same category.
DWS Enhanced Commodity Strategy Fund has an expense ratio of 1.29 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.