2 / 5 Stars
2 2 1 1 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
U.S. News evaluated 32 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 -12.11 percent over the past year, and -5.38 percent over the past three years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||-10.0%|
|3 Years (Annualized)||-5.4%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to provide long term total return. The fund invests directly, and/or indirectly through a wholly-owned subsidiary, in commodity index-linked securities, other commodity-linked securities, derivative instruments, cash and fixed income securities that together are intended to provide exposure to the performance of the collateralized commodity futures market. It is designed to generally achieve positive performance relative to that of the Dow Jones - UBS Commodity Index Total Return ("DJ-UBS Index"). The fund is non-diversified.
Fees are Low compared to funds in the same category.
Russell Commodity Strategies Fund has an expense ratio of 1.55 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.