Ivy Global Natural Resources Fund

Scorecard
2 / 5 Stars
Lipper
2 3 1 2 4
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
E- (Sell)

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.

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Performance

The fund has returned 5.50 percent over the past year, -6.59 percent over the past three years, 13.11 percent over the past five years, and 7.12 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 2.0%
1 Year 5.5%
3 Years (Annualized) -6.6%
5 Years (Annualized) 13.1%
10 Years (Annualized) 7.1%

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Summary

The investment seeks to provide capital growth and appreciation. The fund invests, under normal circumstances, at least 80% of its 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 invests at least 65% of its total assets in issuers of at least three countries, which may include the U.S. An investment in foreign securities presents additional risks such as currency fluctuations and political or economic conditions affecting the foreign country.

Fees

Fees are Low compared to funds in the same category.
Ivy Global Natural Resources Fund has an expense ratio of 1.27 percent.

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Risk

Risk is High compared to funds in the same category according to Morningstar.

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