Virtus Global Commodities Stock Fund

Scorecard
2 / 5 Stars
Lipper
1 1 1 1 4
Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
TheStreet.com
E- (Sell)

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.

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Performance

The fund has returned 13.22 percent over the past year, and -1.51 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 4.0%
1 Year 13.2%
3 Years (Annualized) -1.5%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks capital appreciation. The fund offers investors exposure to commodities-related investments in markets located throughout the world, including emerging market countries. Under normal circumstances, the fund invests globally at least 80% of its assets in stocks of companies principally engaged in the base metals, precious metals, energy, and agriculture group of industries. Under normal circumstances, it will hold at least 40% of its assets in non-U.S. issuers and ETFs and/or commodities-linked notes providing exposure to non-U.S. markets. The fund is non-diversified.

Fees

Fees are Low compared to funds in the same category.
Virtus Global Commodities Stock Fund has an expense ratio of 1.65 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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