4 / 5 Stars
4 4 1 4 4
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 20.56 percent over the past year, -18.35 percent over the past three years, -2.91 percent over the past five years, and 7.07 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||28.1%|
|3 Years (Annualized)||-18.4%|
|5 Years (Annualized)||-2.9%|
|10 Years (Annualized)||7.1%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of the fund's net assets in investments related to precious metals. It invests any amount of the fund's total assets in equity securities of foreign issuers, including ADRs and similar investments. The fund invests up to 40% of its total assets in emerging market equity securities; and up to 25% of its total assets, at the time of purchase, in debt securities linked to precious metals and common or preferred stocks of subsidiaries of the fund that invest directly or indirectly in precious metals and minerals. It is non-diversified.
Fees are High compared to funds in the same category.
Wells Fargo Advantage Precious Metals Fund has an expense ratio of 1.84 percent.
Risk is Average compared to funds in the same category according to Morningstar.