Nasdaq - Delayed Quote • USD
OCM Gold Atlas (OCMAX)
As of 8:06 AM EDT. Market Open.
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12.78 - YTD Return 5.66%
- Expense Ratio 2.44%
- Category Equity Precious Metals
- Last Cap Gain 48.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 50.3M
- Beta (5Y Monthly) 0.95
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 3.00%
- Last Dividend 0.16
- Inception Date Feb 4, 1988
The fund principally invests (normally at least 80% of its net assets, plus borrowings for investment purposes) in equity securities of domestic and foreign companies of any size engaged in all sectors of the gold mining and precious metals industries. A foreign company is one that is organized under the laws of a foreign country and has the principal trading market for its stock in a foreign country. The fund is non-diversified.
OCM
Fund Family
Equity Precious Metals
Fund Category
50.3M
Net Assets
1988-02-04
Inception Date
Performance Overview: OCMAX
Trailing returns as of 4/24/2024. Category is Equity Precious Metals.
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Holdings: OCMAX
Top 10 Holdings (68.96% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorOCMAX
Basic Materials 100.00%
Real Estate 0.00%
Consumer Cyclical 0.00%
Consumer Defensive 0.00%
Technology 0.00%
Communication Services 0.00%
Financial Services 0.00%
Utilities 0.00%
Industrials 0.00%
Energy 0.00%
Healthcare 0.00%
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