3 / 5 Stars
3 3 1 2 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
1 / 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 -24.53 percent over the past year, -25.30 percent over the past three years, 1.92 percent over the past five years, and 5.20 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||17.1%|
|3 Years (Annualized)||-25.3%|
|5 Years (Annualized)||1.9%|
|10 Years (Annualized)||5.2%|
The investment seeks capital appreciation. The fund invests mainly in common stocks of companies that are involved in mining, processing or dealing in gold or other metals or minerals and may invest all of its assets in those securities. Under normal market conditions, at least 80% of the fund's net assets, plus any borrowings for investment purposes, will be invested in those companies. The fund may invest in U.S. or foreign companies, including companies in developing or emerging markets. It has no limit on its foreign investments. The fund is non-diversified.
Fees are High compared to funds in the same category.
Oppenheimer Gold & Special Minerals Fund has an expense ratio of 2.09 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.