3 / 5 Stars
1 1 1 4 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
#1 in Commodities Broad Basket
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 -10.71 percent over the past year, -7.20 percent over the past three years, and 3.29 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||1.2%|
|3 Years (Annualized)||-7.2%|
|5 Years (Annualized)||3.3%|
|10 Years (Annualized)||N/A|
The investment seeks real capital appreciation in inflationary environments. The fund invests in a portfolio of instruments that the Adviser believes should benefit in environments of increasing inflation. The Adviser attempts to manage the fund's "real return" (which equals total return less the estimated cost of inflation) by investing in instruments that the Adviser believes should perform better than other instruments during a period of time when inflation is rising. The fund also attempts to hedge against inflationary pressures by investing in non-traditional instruments such as derivative instruments and commodities. It is non-diversified.
Fees are Below Average compared to funds in the same category.
Old Westbury Real Return Fund has an expense ratio of 1.10 percent.
Risk is Low compared to funds in the same category according to Morningstar.