2 / 5 Stars
4 2 1 3 2
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#26 in Equity Energy
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 16.22 percent over the past year, -6.55 percent over the past three years, 17.01 percent over the past five years, and 10.97 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||3.0%|
|3 Years (Annualized)||-6.6%|
|5 Years (Annualized)||17.0%|
|10 Years (Annualized)||11.0%|
The investment seeks 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 intends to emphasize small companies but may from time to time emphasize companies of other sizes. 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 Above Average compared to funds in the same category.
BlackRock Energy & Resources Portfolio has an expense ratio of 1.34 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.