4 / 5 Stars
2 3 1 1 4
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 14.03 percent over the past year, 1.95 percent over the past three years, 16.91 percent over the past five years, and 10.30 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.5%|
|3 Years (Annualized)||1.9%|
|5 Years (Annualized)||16.9%|
|10 Years (Annualized)||10.3%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in stocks of companies in the natural resources and natural resources related sectors. It invests in growth and value stocks and typically will maintain exposure to the major natural resources sectors. The fund may invest in companies of any market capitalization. It typically invests in equity securities of U.S.-based companies, but may invest up to 45% of total assets in foreign securities, including emerging market securities. The fund is non-diversified.
Fees are Low compared to funds in the same category.
Dreyfus Natural Resources Fund has an expense ratio of 1.10 percent.
Risk is Average compared to funds in the same category according to Morningstar.