4 / 5 Stars
5 5 1 2 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#2 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 -21.03 percent over the past year, -20.77 percent over the past three years, 5.91 percent over the past five years, and 6.69 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||25.1%|
|3 Years (Annualized)||-20.8%|
|5 Years (Annualized)||5.9%|
|10 Years (Annualized)||6.7%|
The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its 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 ("Gold Related Securities"). It may also invest in other precious metals ("Other Precious Metals"). However, no more than 20% of the fund's total assets may be invested directly in gold bullion and other precious metals.
Fees are Above Average compared to funds in the same category.
Tocqueville Gold Fund has an expense ratio of 1.34 percent.
Risk is Average compared to funds in the same category according to Morningstar.