| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
3
2
1
2
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D-
(Sell)
|
#11 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 8.38 percent over the past year, 8.44 percent over the past three years, -0.47 percent over the past five years, and 12.45 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 7.4% |
| 1 Year | 8.4% |
| 3 Years (Annualized) | 8.4% |
| 5 Years (Annualized) | -0.5% |
| 10 Years (Annualized) | 12.5% |
Summary
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies in the Materials sector. Equity securities in which the fund may invest include common stocks and preferred stocks of companies of any market capitalization. It is non-diversified.
Fees
Fees are Low compared to funds in the same category.
Icon Materials Fund has an expense ratio of 1.39 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
