2 / 5 Stars
2 2 1 2 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 7.67 percent over the past year, -3.98 percent over the past three years, 0.31 percent over the past five years, and -3.57 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.2%|
|3 Years (Annualized)||-4.0%|
|5 Years (Annualized)||0.3%|
|10 Years (Annualized)||-3.6%|
The investment seeks total return. The fund mainly invests in a combination of commodity-linked derivatives and corporate and governmental fixed-income securities. Its commodity-linked investments are generally allocated to five different commodities "sectors" (energy, agriculture, precious metals, industrial metals and livestock) based on those sector weightings in the DJ-UBS Commodity Index. Under normal circumstances, the fund will invest 25% or more of its total assets in investments linked to these sectors as a group. It may purchase up to 10% of its total assets in below-investment-grade securities.
Fees are Low compared to funds in the same category.
Oppenheimer Commodity Strategy Total Return Fund has an expense ratio of 2.24 percent.
Risk is Average compared to funds in the same category according to Morningstar.