4 / 5 Stars
5 5 1 4 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#1 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 46.08 percent over the past year, 7.33 percent over the past three years, 14.36 percent over the past five years, and 14.79 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||20.2%|
|3 Years (Annualized)||7.3%|
|5 Years (Annualized)||14.4%|
|10 Years (Annualized)||14.8%|
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of both U.S. and non-U.S. companies principally engaged in the production, exploration or discovery, or distribution of energy including the research and development or production of alternative energy sources. It will invest in securities of companies without regard to market capitalization and in companies domiciled in the U.S. and foreign countries, including, potentially, companies domiciled or traded in emerging markets. The fund is non-diversified.
Fees are Above Average compared to funds in the same category.
Guinness Atkinson Global Energy Fund has an expense ratio of 1.34 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.