3 / 5 Stars
4 5 1 3 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 40 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 28.37 percent over the past year, 4.87 percent over the past three years, 11.77 percent over the past five years, and 11.03 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||10.3%|
|3 Years (Annualized)||4.9%|
|5 Years (Annualized)||11.8%|
|10 Years (Annualized)||11.0%|
The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by normally investing at least 80% of its net assets (plus borrowings made for investment purposes) in equity securities of companies that are associated with natural resources, including those companies that are 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.
Fees are Low compared to funds in the same category.
AllianzGI Global Natural Resources Fund has an expense ratio of 1.42 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.