1 / 5 Stars
1 1 1 1 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 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 -4.46 percent over the past year, and -15.36 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||3.0%|
|3 Years (Annualized)||-15.4%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in equity and equity-like securities of companies in the natural resources sector and associated businesses. It is not constrained by capitalization limits. Under normal circumstances, the fund intends to invest at least 40% of total assets in countries other than the United States. The fund may also invest up to 20% of assets in equity or debt securities of any type of foreign or U.S. issuer or commodity-related securities. It is non-diversified.
Fees are Low compared to funds in the same category.
JPMorgan Global Natural Resources Fund has an expense ratio of 1.55 percent.
Risk is High compared to funds in the same category according to Morningstar.