2 / 5 Stars
2 1 1 2 4
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#20 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 -10.46 percent over the past year, -4.82 percent over the past three years, and 9.38 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||0.4%|
|3 Years (Annualized)||-4.8%|
|5 Years (Annualized)||9.4%|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. The fund normally invests at least 80% of total net assets in equity securities issued by commodity-related companies, both domestic and foreign; without regard to market value (or market capitalization); and commodity-linked note securities that derive their value from the performance of a commodity index. It may invest in all types of equity securities including common stock, preferred stock, convertible preferred stock, convertible bonds, depository receipts, rights and warrants. The fund may also use other investment strategies and invest in other types of investments. It is non-diversified.
Fees are High compared to funds in the same category.
WorldCommodity Fund has an expense ratio of 1.61 percent.
Risk is Average compared to funds in the same category according to Morningstar.