4 / 5 Stars
5 5 1 5 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
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.
The fund has returned 0.35 percent over the past year, -3.44 percent over the past three years, and 7.30 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.6%|
|3 Years (Annualized)||-3.4%|
|5 Years (Annualized)||7.3%|
|10 Years (Annualized)||N/A|
The investment seeks long-term total return. The fund seeks to maintain substantial economic exposure to the performance of the commodities markets. It also attempts to enhance returns by investing in investment grade fixed income securities, and may invest up to 10% of its assets in non-investment grade fixed income securities. The fund may invest in corporate securities, U.S. government securities (including agency debentures), mortgage-backed securities, asset-backed securities, and municipal securities. The average duration will vary. It is non-diversified.
Fees are Low compared to funds in the same category.
Goldman Sachs Commodity Strategy Fund has an expense ratio of 0.67 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.