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Lipper
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Zacks Investment Research
1
(Strong Buy)
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Standard & Poor's
1 / 5 Stars
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TheStreet.com
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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.
Performance
The fund has returned -3.57 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | -5.0% |
| 1 Year | -3.6% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
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.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
