OCMGX - OCM Gold Investor

Nasdaq - Nasdaq Delayed Price. Currency in USD

OCM Gold Investor

OCM Mutual FundP.O. Box 1328Milwaukee, WI 53201
800-628-9403
Management Information
Gregory M. Orrell,Lead Manager since February 3, 1988
Orrell is the principal portfolio manager of OCM and has been president of the company since 1984.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryEquity Precious Metals
Fund FamilyOCM
Net Assets37.6M
YTD Return3.23%
Yield0.00%
Morningstar Rating★★★★
Inception DateFeb 3, 1988

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover11.00%
Average for CategoryN/A

Fees & Expenses

ExpenseOCMGXCategory Average
Annual Report Expense Ratio (net)2.66%1.39%
Prospectus Net Expense Ratio2.66%N/A
Prospectus Gross Expense Ratio2.66%N/A
Max 12b1 Fee0.85%N/A
Max Front End Sales Load4.50%5.08%
Max Deferred Sales LoadN/A1.62%
3 Yr Expense Projection1,239N/A
5 Yr Expense Projection1,797N/A
10 Yr Expense Projection3,308N/A