5 / 5 Stars
5 5 1 5 2
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 11.57 percent over the past year, and -2.06 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||8.8%|
|3 Years (Annualized)||-2.1%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks total return which exceeds that of its commodity benchmark. The fund seeks to achieve its investment objective by investing (except when maintaining a temporary defensive position) in commodity-linked derivative instruments backed by a portfolio of Fixed Income Instruments. It invests in commodity-linked derivative instruments, including commodity index-linked notes, swap agreements, commodity options, futures and options on futures that provide exposure to the investment returns of the commodities markets, without investing directly in physical commodities.
Fees are Low compared to funds in the same category.
TCW Enhanced Commodity Strategy Fund has an expense ratio of 0.70 percent.
Risk is Average compared to funds in the same category according to Morningstar.