4 / 5 Stars
5 5 1 3 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#3 in Equity Precious Metals
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 -30.19 percent over the past year, -11.39 percent over the past three years, -1.31 percent over the past five years, and 10.89 percent over the past decade.
|Trailing Returns||Updated 05.31.2013|
|Year to date||-34.2%|
|3 Years (Annualized)||-11.4%|
|5 Years (Annualized)||-1.3%|
|10 Years (Annualized)||10.9%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets plus borrowings for investment purposes in gold and securities of companies located throughout the world, in both developed and emerging markets, that are engaged in mining or processing gold. It may also invest in other precious metals. The fund manager considers a stock to be out of favor when its price has declined significantly or has lagged the relevant market index for an extended period of time and the consensus among investors does not expect improvement.
Fees are High compared to funds in the same category.
Tocqueville Gold Fund has an expense ratio of 1.28 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.