3 / 5 Stars
5 5 1 1 2
Zacks Investment Research
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 -20.36 percent over the past year, -22.78 percent over the past three years, 1.26 percent over the past five years, and 6.56 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||26.0%|
|3 Years (Annualized)||-22.8%|
|5 Years (Annualized)||1.3%|
|10 Years (Annualized)||6.6%|
The investment seeks long-term capital appreciation; current income is a secondary consideration. The fund normally invests at least 80% of its net assets in securities of companies principally engaged in gold-related activities, instruments that derive their value from gold, gold coins and bullion. A company principally engaged in gold-related activities is one that derives at least 50% of its revenues from gold-related activities, including the exploration, mining or processing of or dealing in gold. It concentrates its investments in the gold-mining industry and therefore invests 25% or more of its total assets in such industry. The fund is non-diversified.
Fees are High compared to funds in the same category.
Van Eck International Investors Gold Fund has an expense ratio of 2.09 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.