OCM Gold
P.O. Box 1328 Milwaukee, WI 53201-1328
Map
Phone: 800-628-9403
| Category: | Equity Precious Metals | | Fund Family: | OCM | | Net Assets: | 129.24M | | Year-to-Date Return: | 33.23% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 05-Feb-88 |
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Greg Orrell
Lead Manager since
05-Feb-88 | | | Orrell is the principal portfolio manager of OCM and has been president of the company since 1984. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $100 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term growth of capital. The fund normally invests at least 80% of 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 industry. It mainly invests in common stocks. The fund primarily invests in senior gold producers, intermediate gold producers and junior gold producers, gold mining exploration and development companies and gold mining royalty companies. It may also invest in producers of other precious metals. It is nondiversified. |
| Last Dividend
(22-Nov-05):
| 0.05 | | Last Cap Gain
(30-Sep-09):
| 0.03 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 75.46% |
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| Expense | OCMGX | Category
Avg | | Total Expense Ratio: | 1.99%
| 1.47% | | Max 12b1 Fee: | 0.85%
| N/A | | Max Front End Sales Load: | 4.50%
| 5.36% | | Max Deferred Sales Load: | %
| 2.55% | | 3 Yr Expense Projection*: |
$ 1,046 | $644 | | 5 Yr Expense Projection*: |
$ 1,474 | $974 | | 10 Yr Expense Projection*: |
$ 2,662 | $1,885 |
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1.21% Nasdaq 
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