4 / 5 Stars
3 1 1 2 1
Zacks Investment Research
1 (Strong Buy)
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 9.03 percent over the past year, 0.26 percent over the past three years, and 21.96 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.6%|
|3 Years (Annualized)||0.3%|
|5 Years (Annualized)||22.0%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital growth. Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of borrowings for investment purposes) in natural resource investments. Natural resource investments are securities of issuers that (1) have at least 50% of their assets in natural resources, such as metals, fuels, timber, underdeveloped land and agricultural products or (2) derive at least 50% of their annual revenues from owning, exploring, mining, processing or otherwise developing, or providing goods and services with respect to, natural resources. The fund is non-diversified.
Fees are Low compared to funds in the same category.
Thrivent Natural Resources Fund has an expense ratio of 0.97 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.