4 / 5 Stars
4 4 1 2 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#3 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 40.41 percent over the past year, 12.61 percent over the past three years, 22.35 percent over the past five years, and 11.60 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||17.5%|
|3 Years (Annualized)||12.6%|
|5 Years (Annualized)||22.3%|
|10 Years (Annualized)||11.6%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus any borrowings made for investment purposes) in the stock of domestic and foreign issuers that are participating or benefitting from the development of the resources in the Williston Basin area and/or Mid-North America area. It may invest in companies that have recently commenced operations and do not have significant revenues (development stage companies).
Fees are Above Average compared to funds in the same category.
Integrity Williston Basin/Mid-North America Stock Fund has an expense ratio of 1.41 percent.
Risk is Average compared to funds in the same category according to Morningstar.