Australia markets open in 7 hours 42 minutes

OCM Gold Atlas (OCMAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
13.00-0.10 (-0.76%)
As of 08:06AM EDT. Market open.

OCM Gold Atlas

Milwaukee, WI 53201

P.O. Box 1328

OCM Mutual Fund

Management information
Gregory M. Orrell,Lead manager since 3 February 1988
Orrell is the principal portfolio manager of OCM and has been president of the company since 1984.
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
https://s.yimg.com/lq/i/fi/3_0stylelargeeq6.gif
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. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryEquity Precious Metals
Fund familyOCM
Net assets53.4M
YTD return12.38%
Yield0.00%
Morningstar rating★★★★★
Inception date3 Feb 1988

Fund operations

Last dividend0.16
Last cap gain48.00
Holdings turnover3.00%
Average for categoryN/A

Fees and expenses

ExpenseOCMAXCategory average
Annual report expense ratio (net)2.44%1.17%
Prospectus net expense ratio2.44%N/A
Prospectus gross expense ratio2.44%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.21%
Max deferred sales loadN/A1.00%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A