3 / 5 Stars
3 3 1 4 3
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 9.24 percent over the past year, and -4.77 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.5%|
|3 Years (Annualized)||-4.8%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks total return. The fund invests primarily in commodity-linked derivative instruments backed by a portfolio of fixed income securities. The fund's portfolio of fixed-income securities is generally comprised of U.S. Treasury bills and cash. It may hold its investments in particular sectors of the commodities markets. The average portfolio duration of the fund's fixed income portfolio will vary and under normal market conditions is not expected to exceed two years. The fund is non-diversified.
Fees are Low compared to funds in the same category.
Parametric Commodity Strategy Fund has an expense ratio of 0.75 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.