4 / 5 Stars
5 4 1 4 2
Zacks Investment Research
Standard & Poor's
5 / 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 31.57 percent over the past year, 4.81 percent over the past three years, 11.49 percent over the past five years, and 11.41 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||13.0%|
|3 Years (Annualized)||4.8%|
|5 Years (Annualized)||11.5%|
|10 Years (Annualized)||11.4%|
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of borrowings for investment purposes) 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. It is non-diversified.
Fees are Low compared to funds in the same category.
Columbia Global Energy & Natural Resources Fund has an expense ratio of 0.83 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.