2 / 5 Stars
2 1 1 1 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
1 / 5 Stars
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.
The fund has returned -15.45 percent over the past year, -8.05 percent over the past three years, and -5.91 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||-11.1%|
|3 Years (Annualized)||-8.0%|
|5 Years (Annualized)||-5.9%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in equity securities issued by U.S. and non-U.S. natural resource-related companies. It invests at least 40% of its net assets in non-U.S. securities. The fund may invest up to 50% of its net assets in securities of emerging markets issuers. It invests in securities of companies located in at least three different countries, which may include the United States. No more than 35% of the fund's net assets may be invested in securities of companies located in a single non-U.S. country, other than Canada.
Fees are Low compared to funds in the same category.
Nuveen Tradewinds Global Resources Fund has an expense ratio of 2.22 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.