5 / 5 Stars
4 2 1 3 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 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 -37.89 percent over the past year, -18.98 percent over the past three years, -2.70 percent over the past five years, and 3.63 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||9.7%|
|3 Years (Annualized)||-19.0%|
|5 Years (Annualized)||-2.7%|
|10 Years (Annualized)||3.6%|
The investment seeks to provide investors the opportunity to participate in the investment characteristics of gold (and to a limited extent other precious metals) for a portion of their overall investment portfolio. The fund invests at least 80% of its total assets in gold and/or securities (which may include both equity and, to a limited extent, debt instruments) directly related to gold or of issuers principally engaged in the gold industry, including securities of gold mining finance companies as well as operating companies with long-life, medium-life or short-life mines. It is non-diversified.
Fees are High compared to funds in the same category.
First Eagle Gold Fund has an expense ratio of 2.00 percent.
Risk is Low compared to funds in the same category according to Morningstar.