3 / 5 Stars
2 2 1 5 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 21 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 -46.72 percent over the past year, -25.80 percent over the past three years, 7.80 percent over the past five years, and 4.34 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||-40.1%|
|3 Years (Annualized)||-25.8%|
|5 Years (Annualized)||7.8%|
|10 Years (Annualized)||4.3%|
The investment seeks capital appreciation; current income is a secondary consideration. The fund normally invests at least 80% of net assets in securities of gold and precious metals operation companies. It may buy securities of gold and precious metals operation companies located anywhere in the world and in general invests predominantly in companies located outside the U.S. The fund may invest in companies without regards to market capitalization, including small- and mid-capitalization companies. It also invests in American, Global and European Depositary Receipts. The fund is non-diversified.
Fees are High compared to funds in the same category.
Franklin Gold and Precious Metals Fund has an expense ratio of 1.76 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.