Morningstar Rating

Fund Research and Analysis

by Jonathan Rahbar
RS Global Natural Resources stands out.

Management's price-conscious approach here is a big draw. Comanagers Andy Pilara, MacKenzie Davis, and Ken Settles typically invest in businesses with conscientious management teams and strong competitive advantages   Read more 

Kudos

Experienced management.
Solid long-term performance.
Below-average level of volatility when measured against the category. Read more 

Risks

Like most natural-resources funds, this one comes with volatility.
Sometimes holds fairly large stakes in individual companies. Read more 

Strategy

Management targets natural-resources companies that can steadily grow both reserves and production. The team employs a value approach with a special focus on firms that have high-quality assets and management   Read more 

Management

Andy Pilara has managed the fund since its 1995 inception. Comanagers MacKenzie Davis and Ken Settles, who joined in 2005 and 2007, respectively, boast extensive experience in various sectors, including energy. The team also manages RS Investors RSINX,  Read more 

Inside Scoop

As with most natural-resources funds, energy-related companies dominate this fund's portfolio, but the fund also veers from the beaten path into industrial materials, food,  Read more 

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