3 / 5 Stars
2 2 1 5 3
Zacks Investment Research
Standard & Poor's
2 / 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 24.04 percent over the past year, and 1.82 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||13.6%|
|3 Years (Annualized)||1.8%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to provide long-term growth of capital. The fund invests at least 80% of its net assets (including any borrowings for investment purposes) in "real assets" and securities of companies that derive at least 50% of their profits or revenues from, or commit at least 50% of assets to, real assets and activities related to real assets. Real assets are defined broadly by the fund and are considered to include any assets that have physical properties. The fund will invest in companies located throughout the world and there is no limit on its investments in international securities or issuers in emerging markets.
Fees are Low compared to funds in the same category.
T. Rowe Price Real Assets Fund has an expense ratio of 0.85 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.