Advertisement
Skip to Content
Morningstar

OCM Gold Investor OCMGX

Morningstar Analyst Rating
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%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:20 PM GMT+00:00

Morningstar’s Analysis OCMGX

Will OCMGX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OCMGX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the OCMGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of OCMGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

|

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