2 / 5 Stars
2 3 1 2 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#11 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 12.20 percent over the past year, -2.87 percent over the past three years, 14.19 percent over the past five years, and 7.62 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.4%|
|3 Years (Annualized)||-2.9%|
|5 Years (Annualized)||14.2%|
|10 Years (Annualized)||7.6%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its assets in the equity securities of companies in the natural resources industries located in a number of different countries, one of which may be the United States. It is permitted to invest up to a maximum of 50% of its assets in any single industry that is engaged in any of the types of natural resources industries set out in the prospectus. The fund also may invest in securities issued by companies that are not in natural resources industries, investment-grade corporate debt, and repurchase agreements. It is non-diversified.
Fees are Low compared to funds in the same category.
ING Global Real Estate Fund has an expense ratio of 1.55 percent.
Risk is Average compared to funds in the same category according to Morningstar.