3 / 5 Stars
2 2 1 2 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 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 -25.07 percent over the past year, -23.25 percent over the past three years, -0.62 percent over the past five years, and 6.01 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||24.6%|
|3 Years (Annualized)||-23.2%|
|5 Years (Annualized)||-0.6%|
|10 Years (Annualized)||6.0%|
The investment seeks long-term capital appreciation and to protect the purchasing power of capital against inflation. The fund normally invests at least 80% of assets in the equity securities of domestic and foreign companies principally engaged in the exploration, mining, or processing of gold and other precious metals and minerals, such as platinum, silver, and diamonds. It is non-diversified.
Fees are Above Average compared to funds in the same category.
USAA Precious Metals and Minerals Fund has an expense ratio of 1.45 percent.
Risk is Average compared to funds in the same category according to Morningstar.