| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
2
1
4
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
E-
(Sell)
|
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 -3.29 percent over the past year, -3.07 percent over the past three years, -9.97 percent over the past five years, and 10.17 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 0.6% |
| 1 Year | -3.3% |
| 3 Years (Annualized) | -3.1% |
| 5 Years (Annualized) | -10.0% |
| 10 Years (Annualized) | 10.2% |
Summary
The investment seeks to provide capital growth and appreciation. The fund invests normally at least 80% of net assets in equity securities of companies throughout the world that own, explore or develop natural resources and other basic commodities or supply goods and services to such companies. It seeks to be diversified internationally and therefore invests in foreign companies and domestic companies that have principal operations in foreign jurisdictions.
Fees
Fees are Low compared to funds in the same category.
Ivy Global Natural Resources Fund has an expense ratio of 2.07 percent.
Risk
Risk is High compared to funds in the same category according to Morningstar.
