Ascendant Natural Resources Fund

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.

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Performance

The fund has returned 25.11 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 14.3%
1 Year 25.1%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks growth of capital. The fund normally invests at least 80% of assets in the common stock of natural resource companies. It defines natural resource companies as those in businesses that are primarily related to oil, gas, metals, forest products, agriculture, chemicals, commodities or other natural resources, including mining, refining or processing. The fund invests without restriction as to issuer, capitalization or country.

Fees

Fees are Below Average compared to funds in the same category.
Ascendant Natural Resources Fund has an expense ratio of 2.60 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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