3 / 5 Stars
4 5 1 3 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 38 Natural Resources 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 20.87 percent over the past year, 7.36 percent over the past three years, and 10.16 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||16.3%|
|3 Years (Annualized)||7.4%|
|5 Years (Annualized)||10.2%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests at least 80% of net assets in equity securities of companies principally engaged in the research, development, manufacturing, extraction, distribution or sale of materials, energy or goods related to the Agriculture, Energy, Materials or Commodity-Related Industrials sectors. It invests a minimum of 1/3 of assets in non-U.S. securities and invests in companies organized or headquartered in at least eight countries including United States. The fund may utilize foreign currency exchange contracts, options, stock index futures contracts and other derivative instruments.
Fees are Low compared to funds in the same category.
AllianzGI Global Commodity Equity Fund has an expense ratio of 1.42 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.