3 / 5 Stars
4 5 1 1 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#3 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 -19.92 percent over the past year, -20.20 percent over the past three years, 0.80 percent over the past five years, and 4.41 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||24.9%|
|3 Years (Annualized)||-20.2%|
|5 Years (Annualized)||0.8%|
|10 Years (Annualized)||4.4%|
The investment seeks long-term growth of capital. The fund principally invests (normally at least 80% of its net assets, plus borrowings for investment purposes) in common stocks of domestic and foreign companies of any size engaged in all sectors of the gold mining industry. A foreign company is one that is organized under the laws of a foreign country and has the principal trading market for its stock in a foreign country. Under normal market conditions, it invests primarily in senior gold producers, intermediate/mid-tier gold producers and junior gold producers; and gold mining exploration and development companies. The fund is non-diversified.
Fees are High compared to funds in the same category.
OCM Gold Fund has an expense ratio of 2.22 percent.
Risk is Average compared to funds in the same category according to Morningstar.