4 / 5 Stars
2 3 1 1 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
#10 in Natural Resources
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 -1.88 percent over the past year, 1.76 percent over the past three years, -1.62 percent over the past five years, and 10.13 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||-5.6%|
|3 Years (Annualized)||1.8%|
|5 Years (Annualized)||-1.6%|
|10 Years (Annualized)||10.1%|
The investment seeks capital appreciation. The fund normally invests substantially all (at least 80%) of its net assets in equity securities of Basic Materials Companies that are traded in the United States and in derivatives, which primarily consist of futures contracts and options on securities, futures contracts, and stock indices. It will invest to a significant extent in the securities of Basic Materials Companies that have small to mid-sized capitalizations. The fund is non-diversified.
Fees are Low compared to funds in the same category.
Rydex Series Trust Basic Materials Fund has an expense ratio of 1.61 percent.
Risk is Average compared to funds in the same category according to Morningstar.