2 / 5 Stars
1 1 1 1 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
#10 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 23.21 percent over the past year, -22.78 percent over the past three years, -5.12 percent over the past five years, and 3.97 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||29.7%|
|3 Years (Annualized)||-22.8%|
|5 Years (Annualized)||-5.1%|
|10 Years (Annualized)||4.0%|
The investment seeks long-term growth of capital plus protection against inflation and monetary instability. Under normal market conditions, the fund will invest at least 80% of its net assets in equity and equity-related securities of companies principally engaged in the exploration for, or mining and processing of, precious minerals such as gold, silver, platinum group, palladium and diamonds. It may invest in warrants to gain exposure to individual securities in the gold and precious minerals sector over the long term. The fund may also receive warrants when it participates in a private placement. It is non-diversified.
Fees are High compared to funds in the same category.
U.S. Global Investors World Precious Minerals Fund has an expense ratio of 1.83 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.