Back to top
more

Ocm Gold Investor: (MF: OCMGX)

(MF) As of Dec 13, 2017 06:05 PM ET

 Add to portfolio

$9.32 USD

+0.28 (3.10%)

Zacks MF Rank NA

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Nov 30, 2017

Total Return %* Percentile Rank Objective
YTD 2.68 64
3 months -3.46 47
6 months -3.66 81
1 Year -15.57 86
3 Year 8.09 44
5 Year -12.78 33
10 Year -4.29 21

* Annual for three years and beyond.

Zacks Premium Research for OCMGX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank NA
MF Research Report

Mutual Funds Research & Tools

Search Similar Mutual Funds

Research similar Mutual Funds with higher ranks and performance ratings.

Mutual Funds Comparison View (minimum of 2)

Mutual Funds Screener

Narrow down the universe of 18,000+ funds we rank with our robust, yet easy-to-use mutual fund screeners. Select from up to 50 different data points to find the mutual funds that best Screen meet your unique criteria.

Portfolio Statistics

%Unrealized Gain YTD 54.54
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 11/30/2017 32.20
%Turnover 11/30/2017 10.00

Risk

3 Year 5 Year 10 Year
Beta -0.21 -0.12 0.48
Alpha 18.39 -4.69 -0.96
R Squared 0.00 0.00 0.03
Std. Dev. 40.01 38.95 39.32
Sharpe 0.40 -0.16 4.00

Sector / Country Weightings

As of 11/30/2017 % of Portfolio
Industrial Cyclical 47.77
Other 27.86
Retail Trade 14.83
Energy 6.58
Finance 2.96

Portfolio Holdings

Top Equity Holdings
(As of 8/31/2017)
% of Portfolio Value (Mil$)
RANDGOLD RESOURCES LTD 11.57 4.92
AGNICO EAGLE MINES LTD 9.65 4.10
WHEATON PRECIOUS METALS C 8.06 3.43
ROYAL GOLD INC 6.58 2.80
NEWMONT MINING CORP 6.31 2.68
ALAMOS GOLD INC 5.88 2.50
ENDEAVOUR MINING CORP 4.67 1.99
WESDOME GOLD MINES LTD 4.52 1.92
ANGLOGOLD ASHANTI SPON AD 2.98 1.27

Stock Holding % of Net Assets

As Of 8/31/2017
Total Issues 36
Avg. P/E 42.47
Avg. P/Book 4.08
Avg. EPS Growth 62
Avg. Market Value (Mil $) 10,111

Allocation

% of Portfolio
Large Growth 0.00
Large Value 0.00
Small Growth 0.00
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 65.68
Intermediate Bond 22.17
Foreign Bond 0.00
High Yield Bond 0.00