2 / 5 Stars
3 4 1 4 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#9 in Natural Resources
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 9.39 percent over the past year, -4.85 percent over the past three years, 16.28 percent over the past five years, and 10.35 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.9%|
|3 Years (Annualized)||-4.9%|
|5 Years (Annualized)||16.3%|
|10 Years (Annualized)||10.3%|
The investment seeks high total return. Under normal market conditions, the fund invests at least 80% of its net assets in the equity and debt securities of companies in the natural resources sector. It predominantly invests in equity securities, primarily common stock. In addition to its investments in companies in the natural resources sector, the fund may also invest up to 20% of its net assets in equity or debt securities of any type of foreign or U.S. issuer. It may invest a portion of its assets in smaller capitalization companies, which are generally companies with market capitalizations of less than $1.5 billion at the time of the fund's investment.
Fees are Low compared to funds in the same category.
Franklin Natural Resources Fund has an expense ratio of 1.08 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.