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OCM Gold Fund;Investor

NAS: OCMGX

GO
/zigman2/quotes/202474138/realtime

$

13.11

Change

-0.09 -0.68%

Sep 30, 2020

YTD return

45.86%

5 yr avg return

27.00%

Total net assets

24.10M

52 week low

52 week high

$6.07

$15.07

Yield

n/a

Fees & Expenses

Front load

4.50%

Deferred load

0.00%

Max. redemption fee

1.50%

Total expense ratio

2.91%

12 b-1

0.66%

Turnover

18.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

n/a

Dividend freq.

Annually

Capital gain (2019)

0.57

Capital gain (YTD)

n/a

Risk Measures

Alpha

n/a

Beta

n/a

Standard deviation

n/a

R. squared

n/a

Min. Investment

Standard (taxable)

1000

IRA

100

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/news/latest/company/us/ocmgx

MarketWatch News on OCMGX

No News currently available for OCMGX

Lipper Leader

Total Return: 5 Consistent Return: 5 Preservation: 1 Tax Efficiency: 1 Expense: 1

YTD Lipper Ranking: Quintile 1 (10th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD 45.86% 34.80% 5.20% 10% 1
1yr 65.90% 47.76% 15.30% 3% 1
3yr 26.61% 18.03% 12.30% 4% 1
5yr 27.00% 22.54% 14.50% 4% 1
10yr 0.26% -2.61% 13.6% 5% 1

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$108,051

Fund Comparison

Compare: Returns Risk Fees Holdings

Find Another Fund

Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Precious Metals Equity Funds

Fund family

n/a

Fund status

Open

Fund inception

February 9, 1988

Manager

Gregory M. Orrell

Investment Policy

The Fund seeks long-term growth of capital. Under normal market conditions, the Fund invests normally at least 80% of its net assets, plus borrowings for investment purposes in equity securities of domestic and foreign companies of any size engaged in all sectors of the gold mining and precious metals industries.

/news/nonmarketwatch/company/us/ocmgx

Other News on OCMGX

  1. Zacks #1 Ranked Precious Metals Funds - Best of Funds

    6:30 p.m. May 6, 2014

    - Zacks.com

  2. Top Ranked Precious Metals Funds - Best of Funds

    6:02 p.m. April 16, 2014

    - Zacks.com

  3. Zacks #1 Ranked Precious Metals Funds - Best of Funds

    5:29 p.m. March 12, 2014

    - Zacks.com

  4. Zacks #1 Ranked Precious Metals Funds - Best of Funds

    6:18 p.m. Feb. 21, 2014

    - Zacks.com

  5. Zacks #1 Ranked Precious Metals Funds - Best of Funds

    7:21 p.m. Feb. 5, 2014

    - Zacks.com

  6. Zacks #1 Ranked Precious Metals Funds - Best of Funds

    7:01 p.m. Jan. 21, 2014

    - Zacks.com

  7. Zacks #1 Ranked Precious Metals Funds - Best of Funds

    5:00 p.m. Dec. 19, 2013

    - Zacks.com

  8. Zacks #1 Ranked Precious Metals Funds - Best of Funds

    5:47 p.m. Nov. 21, 2013

    - Zacks.com

  9. Zacks #1 Ranked Precious Metals Funds - Best of Funds

    4:22 p.m. Oct. 28, 2013

    - Zacks.com

  10. Zacks #1 Ranked Precious Metals Funds - Best of Funds

    4:54 p.m. Sept. 26, 2013

    - Zacks.com

  11. Zacks #1 Ranked Precious Metals Funds - Best of Funds

    4:28 p.m. Sept. 3, 2013

    - Zacks.com

  12. Zacks #1 Ranked Precious Metals Funds - Best of Funds

    12:12 p.m. Aug. 6, 2013

    - Zacks.com

  13. Zacks#1 Ranked Precious Metals Funds - Best of Funds

    1:49 p.m. June 25, 2013

    - Zacks.com

  14. Top 5 Zacks #1 Ranked Precious Metals Funds - Best of Funds

    12:51 p.m. April 29, 2013

    - Zacks.com

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