3 / 5 Stars
3 3 1 1 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 21 Equity Precious Metals 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 -46.69 percent over the past year, and -22.47 percent over the past three years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||-41.1%|
|3 Years (Annualized)||-22.5%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to maximize total return. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of gold-related companies. It will normally invests in both U.S. and non-U.S. companies, including companies located in emerging markets, such as Russia, and in securities denominated in both U.S. dollars and foreign currencies. The fund may invest in securities of issuers of any market capitalization. It will not invest more than 25% of its total assets (measured at the time of investment) in the Subsidiary. The fund is non-diversified.
Fees are High compared to funds in the same category.
BlackRock World Gold Fund has an expense ratio of 2.27 percent.
Risk is Average compared to funds in the same category according to Morningstar.