4 / 5 Stars
5 4 1 2 4
Zacks Investment Research
1 (Strong Buy)
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 -35.98 percent over the past year, -19.77 percent over the past three years, -0.62 percent over the past five years, and 3.79 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||10.4%|
|3 Years (Annualized)||-19.8%|
|5 Years (Annualized)||-0.6%|
|10 Years (Annualized)||3.8%|
The investment seeks long-term growth of capital. The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in securities of issuers engaged in exploring for, mining, processing, or dealing and investing in gold and other precious metals such as silver, platinum and palladium, as well as diamonds (the gold and precious metals sector), and in derivatives and other instruments that have economic characteristics similar to such securities. It invests primarily in equity securities. The principal type of equity security in which the fund invests is common stock.
Fees are High compared to funds in the same category.
Invesco Gold & Precious Metals Fund has an expense ratio of 2.07 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.