3 / 5 Stars
2 2 1 5 2
Zacks Investment Research
Standard & Poor's
3 / 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 -27.05 percent over the past year, -22.90 percent over the past three years, -3.13 percent over the past five years, and 3.69 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||24.7%|
|3 Years (Annualized)||-22.9%|
|5 Years (Annualized)||-3.1%|
|10 Years (Annualized)||3.7%|
The investment seeks capital appreciation. The fund normally invests at least 80% of assets in securities of companies principally engaged in gold-related activities, and in gold bullion or coins. It invests up to 25% of assets in gold and other precious metals through a wholly-owned subsidiary. The fund invests primarily in common stocks and in certain precious metals. It invests primarily in companies engaged in exploration, mining, processing, or dealing in gold, or to a lesser degree, in silver, platinum, diamonds, or other precious metals and minerals. The fund is non-diversified.
Fees are Above Average compared to funds in the same category.
Fidelity® Select Gold Portfolio has an expense ratio of 0.92 percent.
Risk is Average compared to funds in the same category according to Morningstar.