2 / 5 Stars
3 3 1 1 3
Zacks Investment Research
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 11.35 percent over the past year, -1.49 percent over the past three years, 14.51 percent over the past five years, and 7.83 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.3%|
|3 Years (Annualized)||-1.5%|
|5 Years (Annualized)||14.5%|
|10 Years (Annualized)||7.8%|
The investment seeks capital appreciation. The fund invests mainly in common stocks (growth or value stocks or both) of large and midsize companies worldwide that the manager believes have favorable investment potential. Potential investments include companies engaged in the discovery, development, production or distribution of energy or other natural resources, in the development of technologies for the production or efficient use of energy or other natural resources, and in the furnishing of related supplies or services. It may also use derivatives, and may engage in short sales of securities. The fund is non-diversified.
Fees are Low compared to funds in the same category.
Putnam Global Natural Resources Trust has an expense ratio of 1.73 percent.
Risk is Average compared to funds in the same category according to Morningstar.