2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
1 / 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 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%|
|3 Years (Annualized)||-1.5%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 are Low compared to funds in the same category.
Virtus Global Commodities Stock Fund has an expense ratio of 1.65 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.