Fund Description

The fund seeks high total return by investing at least 80% of its net assets in equity and debt securities of U.S. and foreign companies that own, produce, refine, process, transport and market natural resources, as well as those that provide related services.

Strategy Statement

"As emerging markets continue to industrialize, we believe their demand for natural resources will increase rapidly, creating significant long-term opportunities for natural resources investors. "

Fred Fromm, CFA®

Management

Fred Fromm, CFA

Fred Fromm, CFA®

  • Joined Franklin Templeton in 1992
  • Managed Fund Since 2003
Matthew Adams, CFA, MBA

Matthew Adams, CFA®, MBA

  • Joined Franklin Templeton in 2004
  • Managed Fund Since 2008
Steve Land, CFA

Steve Land, CFA®

  • Joined Franklin Templeton in 1997
  • Managed Fund Since 1999

Rating

Overall Morningstar Rating As of 06/30/2017

Rating Category: Natural Resources

Morningstar
The fund's overall Morningstar Rating measures risk-adjusted returns and is derived from a weighted average of the performance figures associated with its 3-, 5- and 10-year (if applicable) rating metrics.

Historical Morningstar Rating As of 06/30/2017

Years Ratings Funds
in category
3
2 Stars
129
5
2 Stars
115
10
2 Stars
68

Morningstar Style Box As of03/31/2017

Strategy, Benefits, Results

Strategy

  • Our fundamental, research-driven approach focuses on higher-quality companies with strong business models and healthy balance sheets.
  • We actively invest in companies we believe present attractive risk-adjusted return potential with a focus on secular growth themes.
  • We are focused typically in the energy industry, but also invest in metals and mining, chemicals, paper and forest products, and other related sectors.

Benefits

  • Participate in trends moving markets. Invest in innovative sectors—technology, medicine, natural resources—that you believe are poised for long-term growth.
  • Diversification. By adding investments from different sectors to your portfolio, you may take advantage of expanding and contracting economic cycles.

Investing In The Fund

What Are the Risks?

  • All investments involve risks, including possible loss of principal.
  • Investing in a fund concentrating in the natural resources sector involves special risks, including increased susceptibility to adverse economic and regulatory developments affecting the sector.
  • Smaller companies can be particularly sensitive to changes in economic conditions and have less certain growth prospects than larger, more established companies and can be volatile, especially over the short term.
  • The fund may also invest in foreign companies, which involve special risks, including currency fluctuations and political uncertainty.
  • These and other risks are described more fully in the fund’s prospectus.

Minimum Investment

$1,000.00

How Financial Advisors Help You

Speak to your advisor about whether this fund is appropriate for you.

Learn more from FINRA about How to Find and Work with an Investment Professional.

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