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OCM Gold Investor OCMGX

Quantitative rating as of | See OCM Investment Hub
  • NAV / 1-Day Return 9.77  /  0.62 %
  • Total Assets 54.7 Mil
  • Adj. Expense Ratio
    2.190%
  • Expense Ratio 2.190%
  • Distribution Fee Level
  • Share Class Type
  • Category Equity Precious Metals
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 11%

Morningstar’s Analysis OCMGX

Will OCMGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A sound investment process and strong management team underpin OCM Gold Investor's Morningstar Quantitative Rating of Gold. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

Unlock our full analysis with Morningstar Investor