3 / 5 Stars
2 1 1 3 1
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#16 in Natural Resources
U.S. News evaluated 39 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 13.59 percent over the past year, 3.24 percent over the past three years, and 14.77 percent over the past five years.
|Trailing Returns||Updated 11.30.2013|
|Year to date||9.0%|
|3 Years (Annualized)||3.2%|
|5 Years (Annualized)||14.8%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital growth. The fund invests at least 80% of its net assets in natural resource investments. It invests primarily in equity securities of companies in a variety of natural resource-related sectors, including energy, chemicals, oil, gas, paper, mining, steel or agriculture. In addition, the fund intends to invest in real estate investment trusts (REITs). It typically invests in both U.S. and non-U.S. companies, including companies located in emerging markets, and in securities denominated in both U.S. dollars and foreign currencies. The fund is non-diversified.
Fees are High compared to funds in the same category.
Thrivent Natural Resources Fund has an expense ratio of 1.30 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.