2 / 5 Stars
2 1 1 1 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
1 / 5 Stars
#19 in Equity Precious Metals
U.S. News evaluated 23 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 -40.67 percent over the past year, and -15.96 percent over the past three years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||-36.6%|
|3 Years (Annualized)||-16.0%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in securities of companies which are engaged primarily in activities related to gold and various precious metals, including exploration, mining, development, fabrication, processing or distribution, in instruments that derive their value from the value of precious metals and in gold, silver, platinum and palladium in the form of bullion, coins and storage receipts. It may invest in U.S., Canadian and other foreign companies of any size, including small and mid capitalization companies, in order to achieve its objective. The fund is non-diversified.
Fees are Above Average compared to funds in the same category.
Dynamic Gold & Precious Metals Fund has an expense ratio of 1.25 percent.
Risk is High compared to funds in the same category according to Morningstar.