4 / 5 Stars
3 1 1 2 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
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 -1.77 percent over the past year, 3.36 percent over the past three years, and -0.58 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||3.9%|
|3 Years (Annualized)||3.4%|
|5 Years (Annualized)||-0.6%|
|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 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.