| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
3
1
4
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
E-
(Sell)
|
#9 in Natural Resources
U.S. News evaluated 36 Natural Resources 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 2.43 percent over the past year, 1.34 percent over the past three years, -5.10 percent over the past five years, and 12.82 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 3.0% |
| 1 Year | 2.4% |
| 3 Years (Annualized) | 1.3% |
| 5 Years (Annualized) | -5.1% |
| 10 Years (Annualized) | 12.8% |
Summary
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets in equity securities (including, but not limited to, common stocks, preferred stocks and securities convertible into common or preferred stocks) of U.S. and foreign companies engaged in the energy and natural resources industries. It typically invests at least 50% of its assets in crude oil, petroleum and natural gas companies. The fund also may invest up to 35% of its assets in precious metals, such as gold bullion, and companies engaged in the production of precious metals. It is non-diversified.
Fees
Fees are Low compared to funds in the same category.
Columbia Energy & Natural Resources Fund has an expense ratio of 1.34 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
