3 / 5 Stars
3 2 1 2 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
#23 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 -8.37 percent over the past year, -6.69 percent over the past three years, 13.92 percent over the past five years, and 9.51 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.7%|
|3 Years (Annualized)||-6.7%|
|5 Years (Annualized)||13.9%|
|10 Years (Annualized)||9.5%|
The investment seeks long-term growth of capital plus protection against inflation and monetary instability. Under normal market conditions, the fund will invest at least 80% of its net assets in equity and equity-related securities of companies involved in the natural resources industries, which include, among others, the following industries: natural gas, integrated oil companies, oil and gas drilling, oil and gas exploration and production, oil and gas refining, oilfield equipment/services, aluminum, chemicals, diversified metals and coal mining, gold and precious metals, iron and steel, paper and forest products, and uranium. It is non-diversified.
Fees are High compared to funds in the same category.
U.S. Global Investors Global Resources Fund has an expense ratio of 1.57 percent.
Risk is Average compared to funds in the same category according to Morningstar.