Nasdaq - Delayed Quote USD

OCM Gold Investor (OCMGX)

17.00
+0.25
+(1.49%)
At close: 8:04:25 PM EDT
Loading Chart for OCMGX
  • Previous Close 16.75
  • YTD Return 46.46%
  • Expense Ratio 2.38%
  • Category Equity Precious Metals
  • Last Cap Gain 56.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 98.01M
  • Beta (5Y Monthly) 0.76
  • Yield 1.49%
  • 5y Average Return --
  • Holdings Turnover 6.00%
  • Last Dividend 0.26
  • Inception Date Mar 31, 2010

The fund principally 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. A foreign company is one that is organized under the laws of a foreign country and has the principal trading market for its stock in a foreign country. The fund is non-diversified.

OCM

Fund Family

Equity Precious Metals

Fund Category

98.01M

Net Assets

2010-03-31

Inception Date

Performance Overview: OCMGX

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Trailing returns as of 5/14/2025. Category is Equity Precious Metals.

YTD Return

OCMGX
46.46%
Category
4.69%
 

1-Year Return

OCMGX
60.82%
Category
11.83%
 

3-Year Return

OCMGX
14.24%
Category
16.23%
 

5-Year Return

OCMGX
13.21%
Category
5.29%
 

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Holdings: OCMGX

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Sector Weightings

SectorOCMGX
Basic Materials   100.00%
Real Estate   0.00%
Technology   0.00%
Utilities   0.00%
Industrials   0.00%
Energy   0.00%
Healthcare   0.00%

Recent News: OCMGX

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Research Reports: OCMGX

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