| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
4
1
4
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
#2 in Equity Energy
U.S. News evaluated 42 Equity Energy Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 34.99 percent over the past year, 14.59 percent over the past three years, 0.63 percent over the past five years, and 14.81 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 16.2% |
| 1 Year | 35.0% |
| 3 Years (Annualized) | 14.6% |
| 5 Years (Annualized) | 0.6% |
| 10 Years (Annualized) | 14.8% |
Summary
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies in the Energy sector. Equity securities in which the fund may invest include common stocks and preferred stocks of companies of any market capitalization. It is non-diversified.
Fees
Fees are High compared to funds in the same category.
Icon Energy Fund has an expense ratio of 1.23 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
