3 / 5 Stars
5 5 1 5 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#8 in Equity Energy
U.S. News evaluated 29 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 31.34 percent over the past year, 5.95 percent over the past three years, 13.21 percent over the past five years, and 12.43 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||15.8%|
|3 Years (Annualized)||6.0%|
|5 Years (Annualized)||13.2%|
|10 Years (Annualized)||12.4%|
The investment seeks long-term growth of capital. The fund invests primarily in equity securities of companies with substantial natural resource assets. Under normal circumstances, it will invest at least 80% of its assets in companies with substantial natural resource assets or in securities the value of which is related to the market value of some natural resource asset. The fund normally invests in a portfolio consisting of companies in a variety of natural resource related sectors, such as energy, chemicals, oil, gas, paper, mining, steel or agricultural products. It is non-diversified.
Fees are Above Average compared to funds in the same category.
BlackRock Natural Resources Trust Fund has an expense ratio of 1.07 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.