4 / 5 Stars
5 2 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 2.55 percent over the past year, -1.68 percent over the past three years, 16.21 percent over the past five years, and 9.79 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||5.0%|
|3 Years (Annualized)||-1.7%|
|5 Years (Annualized)||16.2%|
|10 Years (Annualized)||9.8%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets in securities of companies that the fund's investment team considers to be principally engaged in natural resources industries. It may invest in securities of issuers located anywhere in the world and normally will invest in securities of companies located in at least three countries, which may include the United States. The fund's investment team currently expects that the fund typically will hold between 30 and 40 securities positions.
Fees are Low compared to funds in the same category.
RS Global Natural Resources Fund has an expense ratio of 1.80 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.