4 / 5 Stars
4 2 1 5 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#6 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 -32.82 percent over the past year, -21.09 percent over the past three years, 3.40 percent over the past five years, and 3.72 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||0.4%|
|3 Years (Annualized)||-21.1%|
|5 Years (Annualized)||3.4%|
|10 Years (Annualized)||3.7%|
The investment seeks long-term capital appreciation. The fund invests at least 80% of its assets in the stocks of foreign and U.S. companies principally engaged in the exploration, mining, development, fabrication, processing, marketing, or distribution of metals or minerals. The majority of these companies will be principally engaged in activities related to gold, silver, platinum, diamonds, or other precious and rare metals or minerals. Up to 100% of the fund's assets may be invested in foreign securities. It may also invest up to 20% of its assets directly in gold, silver, or other precious metal bullion and coins. The fund is non-diversified.
Fees are Low compared to funds in the same category.
Vanguard Precious Metals and Mining Fund has an expense ratio of 0.26 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.