1 / 5 Stars
2 2 1 3 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
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 14.87 percent over the past year, 2.95 percent over the past three years, -9.86 percent over the past five years, and 10.21 percent over the past decade.
|Trailing Returns||Updated 05.31.2013|
|Year to date||2.2%|
|3 Years (Annualized)||3.0%|
|5 Years (Annualized)||-9.9%|
|10 Years (Annualized)||10.2%|
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 are Below Average compared to funds in the same category.
Ivy Global Natural Resources Fund has an expense ratio of 1.02 percent.
Risk is High compared to funds in the same category according to Morningstar.