Skip to Content
Morningstar

OCM

OCM Parent Rating

Average
Morningstar Manager Research

OCM is an industry-standard asset manager, resulting in an Average Parent Pillar rating.

A strength of the steward is the longest-tenured portfolio managers’ average tenure of 36 years at the firm, bringing a wealth of experience to the table. Fees on open-end and exchange-traded funds are a weakness of the firm, contributing negatively to the rating. On average, expenses on its funds are within the most expensive quintile compared with category peers. With the current market environment of fee compression, this is cause for concern, as investors may flock over time to alternate asset managers to get a better deal.

OCM Investments

Mutual Funds

See All OCM Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

50.30 Mil

Investment Flows (TTM)

−6.54 Mil

Asset Growth Rate (TTM)

−11.22%

# of Share Classes

2
Morningstar Rating # of Share Classes
0
2
0
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
OCM Gold Atlas1
OCM Gold Investor3
View All 5-Star Standouts

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

Sponsor Center