Commodities Broad Basket
Broad Basket portfolios can invest in a diversified basket of commodity goods including but not limited to grains, minerals, metals, livestock, cotton, oils, sugar, coffee and cocoa. Investment can be made directly in physical assets or commodity linked derivative instruments, such as commodity swap agreements. Morningstar®
Invesco Balanced Risk Commodity Strat Fd (BRCAX)
| Performance (1-yr.): 15.65% | Expenses: 1.23% |
| Performance (1-mo.): 5.92% | Total Assets: $703.34M |
MFS Commodity Strategy Fund (MCSAX)
| Performance (1-yr.): 4.38% | Expenses: 1.08% |
| Performance (1-mo.): 2.47% | Total Assets: $413.33M |
Neuberger Berman Risk Balanced Commodity Strategy Fund (NRBAX)
| Performance (1-yr.): — | Expenses: 1.48% |
| Performance (1-mo.): 3.97% | Total Assets: $7.13M |
Nuveen Gresham Diversified Commodity Strategy Fund (NGVAX)
| Performance (1-yr.): — | Expenses: 1.32% |
| Performance (1-mo.): 3.44% | Total Assets: $19.06M |
Oppenheimer Commodity Strategy Total Return Fund (QRAAX)
| Performance (1-yr.): 9.48% | Expenses: 1.36% |
| Performance (1-mo.): 2.48% | Total Assets: $494.02M |
Parametric Commodity Strategy Fund (EAPCX)
| Performance (1-yr.): 6.60% | Expenses: 1.00% |
| Performance (1-mo.): 3.63% | Total Assets: $110.77M |
PIMCO CommoditiesPLUS Strategy Fund (PCLAX)
| Performance (1-yr.): 3.32% | Expenses: 1.24% |
| Performance (1-mo.): 3.91% | Total Assets: $4.48B |
PIMCO Commodity Real Return Strategy Fund (PCRAX)
| Performance (1-yr.): 2.07% | Expenses: 1.19% |
| Performance (1-mo.): 2.62% | Total Assets: $19.69B |
Russell Commodity Strategies Fund (RCSAX)
| Performance (1-yr.): 6.63% | Expenses: 1.58% |
| Performance (1-mo.): 3.17% | Total Assets: $1.3B |
Rydex Commodities Strategy Fund (RYMEX)
| Performance (1-yr.): 11.41% | Expenses: 1.55% |
| Performance (1-mo.): 5.06% | Total Assets: $14.77M |
