2 / 5 Stars
1 1 1 3 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
1 / 5 Stars
U.S. News evaluated 20 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 -34.30 percent over the past year, -26.24 percent over the past three years, -7.67 percent over the past five years, and -1.73 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||9.6%|
|3 Years (Annualized)||-26.2%|
|5 Years (Annualized)||-7.7%|
|10 Years (Annualized)||-1.7%|
The investment seeks maximum return (principal change and income). The fund invests at least 80% of net assets in common stocks and other equities of US and foreign companies engaged in activities related to gold, silver, platinum or other precious metals, and in gold coin and bullion directly. It may invest up to 20% of net assets in high-quality debt securities of companies in precious metals and minerals operations and in debt securities whose return is linked to precious metals prices. The fund may invest in securities of foreign issuers, including issuers located in countries with new or emerging markets. It is non-diversified.
Fees are High compared to funds in the same category.
DWS Gold & Precious Metals Fund has an expense ratio of 1.93 percent.
Risk is Average compared to funds in the same category according to Morningstar.