1 / 5 Stars
1 1 1 1 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
1 / 5 Stars
#18 in Equity Precious Metals
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 -27.23 percent over the past year, -33.70 percent over the past three years, -5.71 percent over the past five years, and -1.89 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||12.3%|
|3 Years (Annualized)||-33.7%|
|5 Years (Annualized)||-5.7%|
|10 Years (Annualized)||-1.9%|
The investment seeks primarily capital appreciation and protection against inflation and, secondarily, current income. The fund invests at least 65% of its total assets in (i) securities (e.g., common and preferred stocks, bonds, convertible securities, etc.) of companies primarily involved, directly or indirectly, in the business of mining, processing, fabricating, distributing or otherwise dealing in gold, silver, platinum or other natural resources ("Natural Resources Companies") and (ii) gold, silver, and platinum bullion. It may invest in domestic and foreign companies of any size. The fund is non-diversified.
Fees are High compared to funds in the same category.
Midas Fund has an expense ratio of 2.85 percent.
Risk is High compared to funds in the same category according to Morningstar.