3 / 5 Stars
3 5 1 4 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
#13 in Equity Precious Metals
U.S. News evaluated 23 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 -36.57 percent over the past year, -16.01 percent over the past three years, -6.17 percent over the past five years, and 12.52 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||-35.2%|
|3 Years (Annualized)||-16.0%|
|5 Years (Annualized)||-6.2%|
|10 Years (Annualized)||12.5%|
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. It invests at least 25% of its investments in mining securities and metal investments. The fund may invest in U.S. or foreign companies, including companies in developing or emerging markets. It may buy securities issued by companies of any size or market capitalization range and at times might increase its emphasis on securities of issuers in a particular capitalization range. The fund is non-diversified.
Fees are Above Average compared to funds in the same category.
Oppenheimer Gold & Special Minerals Fund has an expense ratio of 1.18 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.