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Ocm Gold Fd Investor Class: (MF: OCMGX)
(MF) As of Apr 17, 2014 06:05 PM ET
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Zacks MF Rank : 1 - Strong Buy
This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:
1 Strong Buy
5 Strong Sell
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General Information as of Mar 31, 2014
%Unrealized Gain YTD
Net Assets (Mil $) 3/31/2014
% of Portfolio
High Yield Bond
Sector / Country Weightings
As of 3/31/2014
% of Portfolio
Top Equity Holdings
(As of 11/30/2013) % of Portfolio
RANDGOLD RESOURCES LTD
SPDR GOLD TRUST
SILVER WHEATON CORP
AGNICO EAGLE MINES LTD
YAMANA GOLD INC
ROYAL GOLD INC
NEWMONT MINING CORP
Stock Holding % of Net Assets
Avg. EPS Growth
Avg. Market Value (Mil $)
Chart for Ocm Gold Fd Investor Class OCMGX
%Max Sales Load
%Min Sales Load
%Max Deferred Load
%Max 12b-1 Fee
%Max Management Fee
The fund was incepted in February 1988 and is managed by Orrell Capital Management, Inc. The fund seeks long-term growth of capital by investing primarily in equity securities of domestic and foreign companies engaged in activities related to gold and precious metals. The fund mainly invests in common stocks. The fund's investment adviser bases its decisions to purchase and sell securities on company specific factors, not general economic conditions. Under normal market conditions, the fund invests in major gold producers, intermediate gold producers and junior gold producers, exploration and development companies, producers of other precious metals, and royalty companies. Dividends are distributed semi-annually and capital gains annually.
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