2 / 5 Stars
3 1 1 4 4
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 6.12 percent over the past year, and -5.40 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||2.7%|
|3 Years (Annualized)||-5.4%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to provide total return. The fund invests, under normal conditions, in derivatives and other commodity-linked instruments whose performance is expected to correspond to the performance of the underlying commodity, without investing directly in physical commodities. It seeks to achieve its investment objective by investing in derivatives and other commodity-linked instruments that provide exposure to the following four sectors of the commodities markets: agricultural/livestock, energy, industrial metals and precious metals. The fund is non-diversified.
Fees are Low compared to funds in the same category.
Invesco Balanced Risk Commodity Strat Fd has an expense ratio of 0.97 percent.
Risk is High compared to funds in the same category according to Morningstar.