4 / 5 Stars
Zacks Investment Research
Standard & Poor's
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 35.48 percent over the past year, 4.37 percent over the past three years, 12.56 percent over the past five years, and 11.61 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||17.9%|
|3 Years (Annualized)||4.4%|
|5 Years (Annualized)||12.6%|
|10 Years (Annualized)||11.6%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in the equity securities of companies in the natural resources industries located in a number of different countries, one of which may be the United States. It also may invest in securities issued by companies that are not in natural resources industries, investment-grade corporate debt, and repurchase agreements. The fund is non-diversified.
Fees are Low compared to funds in the same category.
Voya Global Resources Portfolio has an expense ratio of 1.04 percent.
Risk is Average compared to funds in the same category according to Morningstar.