4 / 5 Stars
4 4 1 5 2
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 -16.49 percent over the past year, -6.55 percent over the past three years, and 7.13 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||0.5%|
|3 Years (Annualized)||-6.6%|
|5 Years (Annualized)||7.1%|
|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 (the "Commodity Index"). The average portfolio duration of the fixed income portion of the fund is not expected to exceed ten years. It is non-diversified.
Fees are Below Average 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.