3 / 5 Stars
4 5 1 5 1
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#5 in Natural Resources
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 14.17 percent over the past year, -1.17 percent over the past three years, 16.07 percent over the past five years, and 9.62 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.5%|
|3 Years (Annualized)||-1.2%|
|5 Years (Annualized)||16.1%|
|10 Years (Annualized)||9.6%|
The investment seeks to provide long-term capital growth. The fund will normally invest a minimum of two-thirds of fund assets in the common stocks of natural resource companies whose earnings and tangible assets could benefit from accelerating inflation. At least half of fund assets will be invested in U.S. securities, but up to 50% of total assets may be invested in foreign securities. It may sell securities for a variety of reasons, such as to secure gains, limit losses, or redeploy assets into more promising opportunities.
Fees are Low compared to funds in the same category.
T. Rowe Price New Era Fund has an expense ratio of 0.66 percent.
Risk is Average compared to funds in the same category according to Morningstar.