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Lipper
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Zacks Investment Research
3
(Hold)
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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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 -0.91 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 3.1% |
| 1 Year | -0.9% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital growth with a secondary goal of current income. The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities of companies in natural resources industries. It generally invests in equity securities of domestic and foreign, including emerging market, natural resources companies. The equity securities in which the fund may invest include common stocks, preferred stocks, American Depositary Receipts ("ADRs"), Global Depositary Receipts ("GDRs"), convertible securities, warrants and rights, and master limited partnerships ("MLPs").
Fees
Fees are Low compared to funds in the same category.
Frost Natural Resources Fund has an expense ratio of 1.71 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
