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(MF) As of Apr 20, 2017 06:05 PM ET
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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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Latest Performance as of Mar 31, 2017
Total Return %*
Percentile Rank Objective
* Annual for three years and beyond.
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%Unrealized Gain YTD
% SEC Yield
Net Assets (Mil $) 3/31/2017
Sector / Country Weightings
As of 3/31/2017
% of Portfolio
Top Equity Holdings
(As of 11/30/2016) % of Portfolio
RANDGOLD RESOURCES LTD
AGNICO EAGLE MINES LTD
SILVER WHEATON CORP
NEWMONT MINING CORP
ROYAL GOLD INC
ANGLOGOLD ASHANTI SPON AD 5.05
WESDOME GOLD MINES LTD
ALAMOS GOLD INC NEW
SPDR GOLD SHARES
Stock Holding % of Net Assets
Avg. EPS Growth
Avg. Market Value (Mil $)
% of Portfolio
High Yield Bond
Chart for Ocm Gold Fund OCMGX
Zacks News for OCMGX
No Record found.
Other News for OCMGX
No Record found.
%Max 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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At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1988 it has nearly tripled the S&P 500 with an average gain of +26% per year. These returns cover a period from 1988-2015 and were examined and attested by Baker Tilly Virchow Krause, LLP, an independent accounting firm. Zacks Rank stock-rating system returns are computed monthly based on the beginning of the month and end of the month Zacks Rank stock prices plus any dividends received during that particular month. A simple, equally-weighted average return of all Zacks Rank stocks is calculated to determine the monthly return. The monthly returns are then compounded to arrive at the annual return. Only Zacks Rank stocks included in Zacks hypothetical portfolios at the beginning of each month are included in the return calculations. Zack Ranks stocks can, and often do, change throughout the month. Certain Zacks Rank stocks for which no month-end price was available, pricing information was not collected, or for certain other reasons have been excluded from these return calculations.
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