4 / 5 Stars
4 3 1 3 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 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 -22.56 percent over the past year, -11.16 percent over the past three years, -5.70 percent over the past five years, and 8.90 percent over the past decade.
|Trailing Returns||Updated 05.31.2013|
|Year to date||-29.4%|
|3 Years (Annualized)||-11.2%|
|5 Years (Annualized)||-5.7%|
|10 Years (Annualized)||8.9%|
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). It invests predominantly in equity securities. The principal type of equity securities purchased by the fund is common stock. The fund may invest up to 100% of its net assets in foreign securities of issuers doing business in the gold and precious metals sector.
Fees are High compared to funds in the same category.
Invesco Gold & Precious Metals Fund has an expense ratio of 2.02 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.