3 / 5 Stars
2 2 1 2 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 24 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 -32.78 percent over the past year, -16.00 percent over the past three years, -8.07 percent over the past five years, and 6.36 percent over the past decade.
|Trailing Returns||Updated 05.31.2013|
|Year to date||-35.3%|
|3 Years (Annualized)||-16.0%|
|5 Years (Annualized)||-8.1%|
|10 Years (Annualized)||6.4%|
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 High compared to funds in the same category.
Fidelity Select Gold Portfolio has an expense ratio of 1.44 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.