4 / 5 Stars
4 4 1 4 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 10.88 percent over the past year, -3.72 percent over the past three years, and 6.04 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||10.0%|
|3 Years (Annualized)||-3.7%|
|5 Years (Annualized)||6.0%|
|10 Years (Annualized)||N/A|
The investment seeks maximum real return, consistent with prudent investment management. The fund invests normally in commodity-linked derivative instruments backed by a portfolio of inflation-indexed securities and other fixed income instruments. Rather than invest directly in physical commodities, it employs an enhanced index strategy. The commodity-linked derivative instruments in which the fund primarily invests are linked to the Dow Jones-UBS Commodity Index Total ReturnSM. It is non-diversified.
Fees are Low compared to funds in the same category.
Harbor Commodity Real Return Strategy Fund has an expense ratio of 0.94 percent.
Risk is Average compared to funds in the same category according to Morningstar.