Showing posts with label commodities fund. Show all posts
Showing posts with label commodities fund. Show all posts

October 26, 2015

Top 8 Commodities ETFs in 2015

Find top 8 commodities ETFs in 2015. These exchange traded funds are investing in variety of commodities such as oil, cocoa, cotton, etc.

Commodities Funds

Commodities ETFs are exchange traded funds that invest in specific commodities or several different commodities. Commodities in these funds may include precious metals, livestock, oil, coffee and sugar.

These top performing ETFs are sorted based on its year to date return (up to October 12, 2015). You can find the fund review from this article. Other fund information can be found below such as expense ratio, Morningstar rating, fund’s NAV, managers, fund’s holdings, yield, etc.

Top 8 Commodities ETFs in 2015 are:
    Top 8 Commodities ETFs in 2015
  1. United States Gasoline Fund LP (UGA)
  2. iPath Pure Beta Cocoa ETN (CHOC)
  3. iPath Dow Jones-UBS Cocoa Total Return Sub-Index ETN (NIB)
  4. iPath Dow Jones-UBS Cotton Total Return Sub-Index ETN (BAL)
  5. DB Commodity Double Long ETN (DYY)
  6. iPath Pure Beta Cotton ETN (CTNN)
  7. DB Base Metals Double Short ETN (BOM)

January 6, 2015

SPDR Gold Shares ETF (GLD)

SPDR Gold Shares ETF (GLD) is an exchange traded fund investing in gold. SPDR Gold Shares (GLD) offer investors an innovative, relatively cost efficient and secure way to access the gold market.

This commodity ETF is originally listed on the New York Stock Exchange in November of 2004. It is traded on NYSE Arca since December 13, 2007. SPDR Gold Shares is the largest physically backed gold exchange traded fund (ETF) in the world.

GLD Fund Profile

    SPDR Gold Shares ETF
  • Fund Inception Date: 11/18/2004
  • Ticker Symbol: GLD
  • CUSIP: 78463V107
  • Rank in category (YTD): 23%
  • Category: Commodities Precious Metals
  • Yield: 0.00%
  • Capital Gains: -
  • Expense Ratio: 0.40%
  • Total Assets: $ 34.49 billion
  • Annual Turnover Rate: 0%
updated May 2017

SPDR Gold Shares Information

This precious metals ETF has no yield. The current expense ratio fee is 0.40% per year. The trust holds gold, and is expected to issue baskets in exchange for deposits of gold, and to distribute gold in connection with redemption of baskets.

January 6, 2014

Powershares Commodity ETFs: Gold, Oil

Find Powershares Commodity ETFs for your investment. There are 8 commodity exchange traded funds below including oil, gold, agriculture fund, etc.

Investing in Commodity ETFs

Powershares Commodity ETFsInvesting in commodities has become popular and easier as various commodity investment funds being introduced. There are variety of commodity funds such as mutual funds, exchange traded funds, or closed end funds. This article will look into recent ads by Invesco Powershares about commodity ETF funds. You may be able to invest in them for asset allocation or diversification.

Whether the commodity is oil, gold, silver, corn or soyabeans; you can invest in any commodity through exchange trade funds. You can find 8 different commodity ETFs offered by Invesco Powershares. Find the fund review below.

The investment ad is as follows:
PowerShares
Deutsche Asset & Wealth Management 
PowerShares DB – Commodity ETFs
  • DBC – Commodity Index Tracking Fund
  • DBO – Oil Fund
  • DBA – Agriculture Fund
  • DGL – Gold Fund
  • DBS – Silver Fund
  • DBP – Precious Metals Fund
  • DBB – Base Metals Fund
  • DBE – Energy Fund

April 18, 2013

Top Performing Commodities Broad Basket Mutual Funds 2013

The top performing commodities broad basket mutual funds 2013 are TCW Enhanced Commodity Strategy Fund, Harbor Commodity Real Return Strategy Institutional, etc.
Top Performing Commodities Broad Basket Mutual Funds
Top Performing Commodities funds

Commodities Broad Basket Funds

Commodities broad basket fund invests in a diversified basket of commodity goods. The commodity goods include oils, minerals, metals, livestock, cotton, sugar, cocoa, grains, and coffee. The fund management invests in physical assets or derivative instruments including swap agreements / futures. This fund can be riskier than other fund types such as bond mutual fund or large cap stock fund. Some may provide high dividend yield for investors.

The list is sorted based on the 1 year performance. You can find fund review and information in this article. Other information such as expense ratio, management, top holdings, top sector, sales load, and shares price can be found as well.

Top Commodity Funds

The top performing commodities broad basket mutual funds 2013 are:
  1. TCW Enhanced Commodity Strategy Fund (TGABX)
  2. Harbor Commodity Real Return Strategy Fund (HACMX)
  3. PIMCO Commodity Real Return Strategy Fund (PCRAX)
  4. Direxion Monthly Commodity Bull 2X Fund (DXCLX)
  5. PIMCO CommoditiesPLUS Strategy Fund (PCLAX)
  6. DFA Commodity Strategy Fund (DCMSX)
  7. MFS Commodity Strategy Fund (MCSAX)
  8. Eaton Vance Commodity Strategy Fund (EACSX)
  9. Kottke Commodity Strategies Fund (KCFIX)
  10. Fidelity Series Commodity Strategy Fund (FCSSX)

March 19, 2012

Best Ranked Commodities Broad Basket Mutual Funds 2012

Global economy is always linked through various commodities. This article will look into best commodities broad basket mutual funds. The funds include PIMCO Commodity Real Return Strategy A, DWS Enhanced Commodity Strategy A, Goldman Sachs Commodity Strategy A, and more.

Commodities Broad Basket

Best Ranked Commodities Broad Basket Mutual Funds 2012Investing in commodities has received a lot of attention from investor and media (newspaper, internet, and TV). The price of gold, silver, oil, diamond, corn, soy, sugar, cotton, livestock, coffee, cocoa, and hogs are in the news every day. To invest in the commodities markets, it may take a very sophisticated endeavor. One of the easiest ways is using commodity mutual funds. These commodity mutual funds provide an opportunity for almost any investor to get a piece of the action.

There are several types of commodity mutual funds such as: true commodity funds, commodities funds that hold futures, natural resource funds, and combination funds. Other ways to invest in commodity is using exchange traded funds (ETFs), and exchange traded notes (ETNs).

Top Commodities Funds

Most of these commodities broad basket mutual funds are also rated among the best mutual funds by various financial websites such as Morningstar, US News, Smart Money, etc. Please check details about its sales load, initial investment requirement, performance, risk, top holdings, turnover rate, yield, expense ratio, etc.

The 7 Best Ranked Commodities Broad Basket Mutual Funds of 2012 are:
  1. PIMCO Commodity Real Return Strategy A (PCRAX)
  2. DWS Enhanced Commodity Strategy A (SKNRX)
  3. Goldman Sachs Commodity Strategy A (GSCAX)
  4. Credit Suisse Commodity Return Strategy A (CRSAX)
  5. Oppenheimer Commodity Strategy Total Return A (QRAAX)
  6. Invesco Commodities Strategy A (COAAX)
  7. Rydex Commodities Strategy A (RYMEX)
Updated on 3/18/2012

July 19, 2011

Top 10 Broad Basket Commodities Mutual Funds 2011

Investing in commodities mutual funds has gained national news media. This article will look into the top performer commodities broad basket mutual funds. The top performing funds include: Direxion Monthly Commodity Bull 2x, PIMCO CommoditiesPLUS Strategy A, Arrow Commodity Strategy A, etc.

Investing in Commodity

Top Performer Broad Basket Commodities Mutual Funds 2011
Broad Basket Commodities Fund
Commodities investment is gaining popularity nowadays. Often referred to as an alternative asset class, commodities are now becoming mainstream investment. Investing in broad basket commodities can be done through various ways such as mutual fund, exchange traded fund (ETF), and closed end fund (CEF).

Several experts have recommended investing in commodities for portfolio asset diversification. About 0%-5% of total asset should be invested in commodities. Some may even recommended 10% of assets to be invested in this asset class.

Some of the main reasons investors or traders are investing in commodities are:
  • Commodities can provide diversification from stocks or equities and bonds or fixed incomes
  • Commodities don’t have direct correlation with traditional assets
  • Commodities can provide a tool for hedging against the risk of inflation
  • Investors can participate in global growth and emerging economies
  • Over the long-term period, commodities have strong performance track record

Top Broad Basket Commodities Funds

  1. Direxion Monthly Commodity Bull 2x (DXCLX)
  2. PIMCO CommoditiesPLUS Strategy A (PCLAX)
  3. Arrow Commodity Strategy A (CSFFX)
  4. Jefferies Asset Management Commodity Strategy Allocation A (JCRAX)
  5. Goldman Sachs Commodity Strategy A (GSCAX)
  6. Harbor Commodity Real Return Strategy Institutional (HACMX)
  7. PIMCO Commodity Real Return Strategy A (PCRAX)
  8. Van Eck CM Commodity Index A (CMCAX)
  9. Rydex Commodities Strategy A (RYMEX)
  10. Oppenheimer Commodity Strategy Total Return A (QRAAX)
note: The following fund is sorted based on its performance up until July 17, 2011.

May 28, 2011

Harbor Commodity Real Return Strategy Fund (HACMX)

The following Harbor Commodity Real Return Strategy fund is sub advised by PIMCO (Pacific Investment Management Company LLC). This Harbor fund is categorized as commodities broad basket fund. This alternative fund has become popular with the rising of commodities price. This fund is essentially very similar to PIMCO fund, PIMCO Commodity Real Return Strategy Fund (Ticker: PCRAX), except its lower fee. This fund is part of no load mutual fund (i.e. no sales load).

Harbor Commodity Real Return Strategy Fund (Ticker: HACMX)

The Harbor Commodity Real Return Strategy Fund is looking for maximum real return, consistent with prudent investment management. This fund invests in commodity-linked derivative instruments. These instruments backed by a portfolio of inflation-indexed securities and other fixed-income instruments. There is also a possibility of investing in preferred and common stocks, as well as investing in convertible securities of issuers in commodity-related industries. Around 30% of its asset is invested in securities with foreign denominated currencies. This non-diversified fund may also invest in U.S. dollar denominated securities of foreign issuers.

Fund Details
Harbor Commodity Real Return Strategy Fund (HACMX)
Harbor fund
  • Fund Inception Date: September 2008
  • Ticker Symbol: HACMX
  • CUSIP: 411511397
  • Beta (3yr): N/A
  • Net Assets: $282 million
  • Category: Commodities Broad Basket
  • Yield: 0.77%
  • Capital Gains:  N/A
  • Number of Years Up: 4 years
  • Number of Years Down: 4 years
updated on May 2017

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