2 / 5 Stars
2 4 1 4 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 48 Equity Energy 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 13.58 percent over the past year, -5.29 percent over the past three years, and 14.26 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.4%|
|3 Years (Annualized)||-5.3%|
|5 Years (Annualized)||14.3%|
|10 Years (Annualized)||N/A|
The investment seeks to provide long-term growth of capital. The fund invests at least 80% of its total assets in equity securities of global energy and natural resources companies and companies in associated businesses, as well as utilities (such as gas, water, cable, electrical and telecommunications utilities). It will concentrate its investments (i.e., invest more than 25% of its assets) in energy or natural resources companies. The fund may invest without limit in companies located anywhere in the world and will generally invest in at least three countries and in companies tied economically to a number of countries. It is non-diversified.
Fees are High compared to funds in the same category.
BlackRock All-Cap Energy & Resources Portfolio has an expense ratio of 2.09 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.