Equity Precious Metals
Precious metals portfolios focus on mining stocks, though some do own small amounts of gold bullion. Most portfolios concentrate on gold-mining stocks, but some have significant exposure to silver-, platinum-, and base-metal-mining stocks as well. Precious-metals companies are typically based in North America, Australia, or South Africa. Morningstar®
#1 First Eagle Gold Fund (SGGDX)
| Performance (1-yr.): 26.95% | Expenses: 1.21% |
| Performance (1-mo.): 15.07% | Total Assets: $1.99B |
#2 Tocqueville Gold Fund (TGLDX)
| Performance (1-yr.): 33.74% | Expenses: 1.28% |
| Performance (1-mo.): 17.06% | Total Assets: $1.4B |
#3 Invesco Gold & Precious Metals Fund (IGDAX)
| Performance (1-yr.): 28.65% | Expenses: 1.29% |
| Performance (1-mo.): 16.44% | Total Assets: $325.93M |
#4 Vanguard Precious Metals and Mining Fund (VGPMX)
| Performance (1-yr.): 32.35% | Expenses: 0.29% |
| Performance (1-mo.): 8.90% | Total Assets: $2.52B |
#4 Wells Fargo Advantage Precious Metals Fund (EKWAX)
| Performance (1-yr.): 31.08% | Expenses: 1.10% |
| Performance (1-mo.): 16.44% | Total Assets: $657.56M |
#6 U.S. Global Investors Gold & Precious Metals Fund (USERX)
| Performance (1-yr.): 29.16% | Expenses: 1.58% |
| Performance (1-mo.): 16.18% | Total Assets: $117.01M |
#7 Gabelli Gold Fund (GLDAX)
| Performance (1-yr.): 32.70% | Expenses: 1.48% |
| Performance (1-mo.): 16.90% | Total Assets: $243.14M |
#8 American Century Quantitative Equity Funds Global Gold Fund (ACGGX)
| Performance (1-yr.): 33.13% | Expenses: 0.94% |
| Performance (1-mo.): 19.54% | Total Assets: $551.08M |
#9 OCM Gold Fund (OCMGX)
| Performance (1-yr.): 32.82% | Expenses: 1.99% |
| Performance (1-mo.): 17.77% | Total Assets: $85.83M |
#9 Van Eck International Investors Gold Fund (INIVX)
| Performance (1-yr.): 32.56% | Expenses: 1.20% |
| Performance (1-mo.): 16.68% | Total Assets: $815.72M |
