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.
- NAV / 1-Day Return 9.77 / 0.62 %
- Total Assets 54.7 Mil
Adj. Expense Ratio
- 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.